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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
276
Venturi Wealth Management
Texas
$388K -$14K -165 -3%
WWG
277
West Wealth Group
California
$386K -$6.36K -75 -2%
TA
278
Tiedemann Advisors
New York
$385K
CA
279
CoreCap Advisors
Michigan
$378K -$21.5K -253 -5%
Deutsche Bank
280
Deutsche Bank
Germany
$370K
PA
281
Parkside Advisors
California
$368K -$1.02K -12 -0.3%
JIC
282
Joel Isaacson & Co
New York
$363K
PFS
283
Prospera Financial Services
Texas
$363K
Citigroup
284
Citigroup
New York
$362K +$21.2K +250 +6%
GAM
285
Gould Asset Management
California
$361K +$11.4K +134 +3%
WS
286
Wedbush Securities
California
$361K -$22.8K -269 -6%
TNBTD
287
Trustmark National Bank Trust Department
Mississippi
$356K +$19.1K +225 +5%
CAG
288
Crestwood Advisors Group
Massachusetts
$356K
MFG
289
Magnus Financial Group
New York
$354K -$254 -3 -0.1%
HCM
290
Hengehold Capital Management
Ohio
$340K
FFA
291
First Foundation Advisors
California
$336K
CAM
292
Close Asset Management
United Kingdom
$334K
CS
293
Comerica Securities
Michigan
$329K -$21.1K -249 -6%
D
294
Diversified
Delaware
$329K +$763 +9 +0.2%
ATC
295
Argent Trust Co
Tennessee
$327K
WCFA
296
Walkner Condon Financial Advisors
Wisconsin
$322K +$8.05K +95 +2%
RA
297
RFG Advisory
Alabama
$315K -$2.04K -24 -0.6%
TIAA Trust, National Association
298
TIAA Trust, National Association
North Carolina
$315K +$328K +3,866 New
WB
299
WesBanco Bank
West Virginia
$313K +$33K +389 +11%
BCM
300
Blume Capital Management
California
$312K -$53.4K -630 -14%