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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWG
276
West Wealth Group
California
$556K -$14.2K -142 -3%
Members Trust
277
Members Trust
Florida
$555K -$2.5K -25 -0.5%
VWM
278
Venturi Wealth Management
Texas
$545K +$500 +5 +0.1%
WTC
279
WhitTier Trust Company
Nevada
$538K
BFG
280
Buttonwood Financial Group
Missouri
$538K +$37.9K +379 +8%
AA
281
Addison Advisors
Vermont
$533K
LC
282
Lindbrook Capital
California
$526K +$2.7K +27 +0.5%
WFA
283
West Financial Advisors
Iowa
$525K +$36.4K +364 +8%
FCG
284
Fielder Capital Group
Tennessee
$516K
WWM
285
Western Wealth Management
Colorado
$516K -$81K -810 -14%
AF
286
Aviso Financial
Ontario, Canada
$515K +$496K +4,956 New
AWG
287
Altus Wealth Group
Colorado
$512K
PCM
288
Parsons Capital Management
Rhode Island
$510K
CC
289
Callan Capital
California
$498K
TIAA Trust, National Association
290
TIAA Trust, National Association
North Carolina
$497K -$10K -100 -2%
MFG
291
Magnus Financial Group
New York
$493K +$31.8K +318 +7%
RA
292
Rockingstone Advisors
Massachusetts
$491K
GA
293
Geller Advisors
New York
$491K -$14.8K -148 -3%
GSEP
294
Golden State Equity Partners
California
$489K +$472K +4,714 New
EI
295
Ellevest Inc
New York
$489K +$7.4K +74 +2%
MWA
296
Midland Wealth Advisors
Illinois
$489K
MCC
297
Maiden Cove Capital
Maine
$481K +$478K +4,776 New
LIA
298
LifePlan Investment Advisors
North Carolina
$476K -$17.7K -177 -4%
WCFA
299
Walkner Condon Financial Advisors
Wisconsin
$474K -$3.5K -35 -0.8%
Deutsche Bank
300
Deutsche Bank
Germany
$473K