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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
276
Comerica Bank
Texas
$331K +$29K +404 +10%
CW
277
CreativeOne Wealth
Kansas
$329K
AG
278
Ascent Group
Virginia
$325K +$216 +3 +0.1%
TA
279
Tiedemann Advisors
New York
$324K
MFG
280
Magnus Financial Group
New York
$321K
BCM
281
Blume Capital Management
California
$321K
JIC
282
Joel Isaacson & Co
New York
$320K
CFD
283
Creative Financial Designs
Indiana
$317K +$287 +4 +0.1%
CAG
284
Crestwood Advisors Group
Massachusetts
$314K -$32.4K -451 -9%
AWP
285
Abacus Wealth Partners
California
$312K
EWA
286
EP Wealth Advisors
California
$311K +$311K +4,334 New
TF
287
TIAA FSB
Florida
$309K
OPA
288
Old Port Advisors
Maine
$306K -$71.3K -992 -19%
LFA
289
LGT Financial Advisors
Texas
$305K +$305K +4,250 New
AG
290
Appleton Group
Wisconsin
$303K +$303K +4,214 New
CS
291
Comerica Securities
Michigan
$298K +$57.1K +795 +24%
SFMG
292
Sage Financial Management Group
Virginia
$297K -$719 -10 -0.2%
FFA
293
First Foundation Advisors
California
$296K -$209K -2,914 -41%
HCM
294
Hengehold Capital Management
Ohio
$296K
CAM
295
Close Asset Management
United Kingdom
$295K
JIC
296
Johnson Investment Counsel
Ohio
$293K +$35.9K +500 +14%
LWA
297
Lowe Wealth Advisors
Maryland
$292K
BFG
298
Buttonwood Financial Group
Missouri
$289K +$28.9K +402 +11%
TCA
299
Transcend Capital Advisors
New Jersey
$288K -$1.65K -23 -0.6%
BS
300
Banco Santander
Spain
$287K