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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
276
Callan Capital
California
$374K
WWG
277
West Wealth Group
California
$374K -$103K -1,368 -22%
AWM
278
Avior Wealth Management
Nebraska
$373K -$34.1K -451 -9%
Rockefeller Capital Management
279
Rockefeller Capital Management
New York
$369K +$604 +8 +0.2%
TA
280
Tiedemann Advisors
New York
$367K +$15.4K +204 +5%
WS
281
Wedbush Securities
California
$367K -$94K -1,244 -21%
Deutsche Bank
282
Deutsche Bank
Germany
$363K
AWP
283
Abacus Wealth Partners
California
$360K +$20.8K +275 +6%
CW
284
CreativeOne Wealth
Kansas
$358K +$680 +9 +0.2%
PA
285
Parkside Advisors
California
$352K -$16.2K -215 -5%
AG
286
Ascent Group
Virginia
$351K -$1.66K -22 -0.5%
BCM
287
Blume Capital Management
California
$348K
JIC
288
Joel Isaacson & Co
New York
$348K
PFS
289
Prospera Financial Services
Texas
$348K +$116K +1,538 +53%
BW
290
BIP Wealth
Georgia
$346K +$335K +4,440 New
RF
291
Rollins Financial
Georgia
$342K +$331K +4,380 New
CAG
292
Crestwood Advisors Group
Massachusetts
$341K
MFG
293
Magnus Financial Group
New York
$339K -$9.67K -128 -3%
Citigroup
294
Citigroup
New York
$337K +$59K +781 +22%
CS
295
Comerica Securities
Michigan
$332K +$8.46K +112 +3%
HCM
296
Hengehold Capital Management
Ohio
$326K +$4.53K +60 +1%
RA
297
RFG Advisory
Alabama
$322K -$15.3K -203 -5%
FFA
298
First Foundation Advisors
California
$322K
BWM
299
BerganKDV Wealth Management
Minnesota
$321K +$22.4K +297 +8%
TF
300
TIAA FSB
Florida
$320K -$15.3K -202 -5%