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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
276
Consolidated Portfolio Review Corp
New York
$377K +$365K +4,835 New
CC
277
Callan Capital
California
$374K – – –
WWG
278
West Wealth Group
California
$374K -$103K -1,368 -22%
AWM
279
Avior Wealth Management
Nebraska
$373K -$34.1K -451 -9%
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$369K +$604 +8 +0.2%
TA
281
Tiedemann Advisors
New York
$367K +$15.4K +204 +5%
WS
282
Wedbush Securities
California
$367K -$94K -1,244 -21%
Deutsche Bank
283
Deutsche Bank
Germany
$363K – – –
AWP
284
Abacus Wealth Partners
California
$360K +$20.8K +275 +6%
CW
285
CreativeOne Wealth
Kansas
$358K +$680 +9 +0.2%
PA
286
Parkside Advisors
California
$352K -$16.2K -215 -5%
AG
287
Ascent Group
Virginia
$351K -$1.66K -22 -0.5%
BCM
288
Blume Capital Management
California
$348K – – –
JIC
289
Joel Isaacson & Co
New York
$348K – – –
PFS
290
Prospera Financial Services
Texas
$348K +$116K +1,538 +53%
BW
291
BIP Wealth
Georgia
$346K +$335K +4,440 New
RF
292
Rollins Financial
Georgia
$342K +$331K +4,380 New
CAG
293
Crestwood Advisors Group
Massachusetts
$341K – – –
MFG
294
Magnus Financial Group
New York
$339K -$9.67K -128 -3%
Citigroup
295
Citigroup
New York
$337K +$59K +781 +22%
CS
296
Comerica Securities
Michigan
$332K +$8.46K +112 +3%
HCM
297
Hengehold Capital Management
Ohio
$326K +$4.53K +60 +1%
RA
298
RFG Advisory
Alabama
$322K -$15.3K -203 -5%
FFA
299
First Foundation Advisors
California
$322K – – –
BWM
300
BerganKDV Wealth Management
Minnesota
$321K +$22.4K +297 +8%