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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
276
Advisornet Financial
Minnesota
$648K +$725 +6 +0.1%
MFIM
277
Mesirow Financial Investment Management
Illinois
$644K +$242 +2 +0%
MFG
278
Magnus Financial Group
New York
$639K +$32.8K +271 +6%
NAMM
279
NorthStar Asset Management (Massachusetts)
Massachusetts
$629K +$604K +4,997 New
LWA
280
Lifelong Wealth Advisors
Minnesota
$626K -$16.1K -133 -3%
AWG
281
Altus Wealth Group
Colorado
$617K – – –
SWM
282
SK Wealth Management
Rhode Island
$608K +$63.4K +524 +12%
TIA
283
Traphagen Investment Advisors
New Jersey
$604K -$9.43K -78 -2%
NB
284
NBT Bank
New York
$601K -$461K -3,810 -80%
EI
285
Ellevest Inc
New York
$594K – – –
GWM
286
Geneos Wealth Management
Colorado
$588K +$10.9K +90 +2%
SAM
287
S.A. Mason
Michigan
$586K +$121 +1 +0%
JBA
288
Johnson Bixby & Associates
Washington
$583K -$22.4K -185 -4%
EL
289
EQ LLC
Washington
$582K +$363 +3 +0.1%
CC
290
Copperleaf Capital
North Carolina
$581K -$73.6K -609 -12%
FLPIM
291
F.L. Putnam Investment Management
Massachusetts
$579K +$5.92K +49 +1%
WFA
292
West Financial Advisors
Iowa
$576K -$48.2K -399 -8%
BA
293
Bridgewater Advisors
New York
$575K +$1.69K +14 +0.3%
Deutsche Bank
294
Deutsche Bank
Germany
$573K – – –
WWM
295
Western Wealth Management
Colorado
$571K -$87.5K -724 -14%
GWP
296
Gateway Wealth Partners
Wisconsin
$565K +$229K +1,896 +73%
LAMNM
297
Longview Asset Management (New Mexico)
New Mexico
$564K -$300K -2,477 -36%
CA
298
CoreCap Advisors
Michigan
$563K – – –
JIC
299
Joel Isaacson & Co
New York
$562K – – –
VWM
300
Venturi Wealth Management
Texas
$562K -$14.9K -123 -3%