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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
276
Bartlett & Co
Ohio
$476K +$11.9K +140 +3%
BCWM
277
Bartlett & Co Wealth Management
Ohio
$476K +$11.9K +140 +3%
WTC
278
WhitTier Trust Company
Nevada
$472K – – –
TIAA Trust, National Association
279
TIAA Trust, National Association
North Carolina
$468K +$108K +1,273 +33%
EDRIA
280
Edmonds Duncan Registered Investment Advisors
Kansas
$463K – – –
LC
281
Lindbrook Capital
California
$459K – – –
AWG
282
Altus Wealth Group
Colorado
$449K – – –
PSCM
283
Per Stirling Capital Management
Texas
$448K -$113K -1,331 -21%
PCM
284
Parsons Capital Management
Rhode Island
$447K +$933 +11 +0.2%
RA
285
Rockingstone Advisors
Massachusetts
$445K -$33.9K -400 -8%
CC
286
Callan Capital
California
$437K – – –
MFA
287
Mayflower Financial Advisors
Massachusetts
$436K – – –
LIA
288
LifePlan Investment Advisors
North Carolina
$433K +$84.7K +998 +27%
FLPIM
289
F.L. Putnam Investment Management
Massachusetts
$431K -$246K -2,902 -38%
WFA
290
West Financial Advisors
Iowa
$428K -$144K -1,692 -26%
EI
291
Ellevest Inc
New York
$422K -$92.4K -1,089 -19%
WCFA
292
Walkner Condon Financial Advisors
Wisconsin
$419K +$54.2K +639 +16%
Deutsche Bank
293
Deutsche Bank
Germany
$414K – – –
JIC
294
Joel Isaacson & Co
New York
$406K – – –
GIA
295
Goodwin Investment Advisory
Georgia
$406K -$181K -2,136 -32%
CA
296
CoreCap Advisors
Michigan
$404K -$17.7K -209 -4%
GAM
297
Gould Asset Management
California
$404K – – –
PFS
298
Prospera Financial Services
Texas
$403K -$2.97K -35 -0.8%
MFG
299
Magnus Financial Group
New York
$402K +$6.02K +71 +2%
HPFG
300
Hart & Patterson Financial Group
Massachusetts
$401K +$373K +4,399 New