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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
276
Geller Advisors
New York
$491K +$424 +5 +0.1%
BC
277
Bartlett & Co
Ohio
$476K +$11.9K +140 +3%
BCWM
278
Bartlett & Co Wealth Management
Ohio
$476K +$11.9K +140 +3%
WTC
279
WhitTier Trust Company
Nevada
$472K
TIAA Trust, National Association
280
TIAA Trust, National Association
North Carolina
$468K +$108K +1,273 +33%
EDRIA
281
Edmonds Duncan Registered Investment Advisors
Kansas
$463K
LC
282
Lindbrook Capital
California
$459K
AWG
283
Altus Wealth Group
Colorado
$449K
PSCM
284
Per Stirling Capital Management
Texas
$448K -$113K -1,331 -21%
PCM
285
Parsons Capital Management
Rhode Island
$447K +$933 +11 +0.2%
RA
286
Rockingstone Advisors
Massachusetts
$445K -$33.9K -400 -8%
CC
287
Callan Capital
California
$437K
MFA
288
Mayflower Financial Advisors
Massachusetts
$436K
LIA
289
LifePlan Investment Advisors
North Carolina
$433K +$84.7K +998 +27%
FLPIM
290
F.L. Putnam Investment Management
Massachusetts
$431K -$246K -2,902 -38%
WFA
291
West Financial Advisors
Iowa
$428K -$144K -1,692 -26%
EI
292
Ellevest Inc
New York
$422K -$92.4K -1,089 -19%
WCFA
293
Walkner Condon Financial Advisors
Wisconsin
$419K +$54.2K +639 +16%
Deutsche Bank
294
Deutsche Bank
Germany
$414K
JIC
295
Joel Isaacson & Co
New York
$406K
GIA
296
Goodwin Investment Advisory
Georgia
$406K -$181K -2,136 -32%
CA
297
CoreCap Advisors
Michigan
$404K -$17.7K -209 -4%
GAM
298
Gould Asset Management
California
$404K
PFS
299
Prospera Financial Services
Texas
$403K -$2.97K -35 -0.8%
MFG
300
Magnus Financial Group
New York
$402K +$6.02K +71 +2%