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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
276
Frisch Financial Group
New York
$759K +$2.04K +16 +0.3%
MT
277
Midwest Trust
Kansas
$757K -$42.9K -336 -5%
DWM
278
Destination Wealth Management
California
$756K -$142K -1,110 -16%
EWA
279
EverSource Wealth Advisors
Alabama
$753K +$18.8K +147 +3%
MBT
280
Montecito Bank & Trust
California
$747K – – –
BCWM
281
Bartlett & Co Wealth Management
Ohio
$742K – – –
HAP
282
Harbor Asset Planning
Massachusetts
$730K +$1.92K +15 +0.3%
CAM
283
Carret Asset Management
New York
$721K – – –
DWM
284
Diversify Wealth Management
Utah
$717K +$697K +5,460 New
UIA
285
Ulland Investment Advisors
Minnesota
$709K -$44.7K -350 -6%
RWP
286
RWA Wealth Partners
Massachusetts
$708K -$244K -1,912 -26%
CPC
287
Cadia Private Client
New Jersey
$698K +$692K +5,421 New
KCM
288
Kathmere Capital Management
Pennsylvania
$696K -$103K -810 -13%
BF
289
Brooklyn FI
New York
$694K -$99.4K -778 -13%
Members Trust
290
Members Trust
Florida
$689K – – –
SAM
291
S.A. Mason
Michigan
$687K +$86.6K +678 +15%
MWA
292
Marathon Wealth Advisors
Massachusetts
$682K +$676K +5,295 New
FF
293
Finley Financial
Nevada
$682K – – –
WP
294
WealthShield Partners
North Carolina
$668K -$25.3K -198 -4%
BIA
295
Bigelow Investment Advisors
Maine
$665K -$34.7K -272 -5%
JWBC
296
J.W. Burns & Co
New York
$663K +$287K +2,250 +78%
MFG
297
Magnus Financial Group
New York
$658K +$3.7K +29 +0.6%
PGFG
298
Pine Grove Financial Group
Minnesota
$656K +$650K +5,089 New
AF
299
Advisornet Financial
Minnesota
$655K -$7.03K -55 -1%
HI
300
Harbour Investments
Wisconsin
$644K -$323K -2,528 -34%