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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNB
276
Ledyard National Bank
$677K +$251K +1,960 +54%
UIA
277
Ulland Investment Advisors
Minnesota
$667K
CPC
278
Cadia Private Client
New Jersey
$659K +$1.79K +14 +0.3%
BF
279
Brooklyn FI
New York
$653K
WAM
280
WNY Asset Management
New York
$650K +$686K +5,367 New
Members Trust
281
Members Trust
Florida
$648K
EWA
282
EverSource Wealth Advisors
Alabama
$646K -$66.2K -518 -9%
FF
283
Finley Financial
Nevada
$641K
BA
284
Bridgewater Advisors
New York
$641K +$3.2K +25 +0.6%
AFG
285
Atomi Financial Group
New York
$640K +$136K +1,061 +25%
KCM
286
Kathmere Capital Management
Pennsylvania
$635K -$21.1K -165 -3%
TF
287
Theory Financial
Colorado
$627K -$90.9K -711 -12%
JWBC
288
J.W. Burns & Co
New York
$624K
SAM
289
S.A. Mason
Michigan
$624K -$23.1K -181 -3%
BFP
290
Birchwood Financial Partners
Minnesota
$617K +$104K +814 +19%
NG
291
Navigation Group
California
$617K +$651K +5,089 New
MFIM
292
Mesirow Financial Investment Management
Illinois
$612K +$165K +1,292 +34%
EL
293
EQ LLC
Washington
$605K +$64.8K +507 +11%
WP
294
WealthShield Partners
North Carolina
$603K -$27.2K -213 -4%
CA
295
CoreCap Advisors
Michigan
$602K +$7.67K +60 +1%
GFA
296
Godfrey Financial Associates
New York
$600K -$144K -1,126 -19%
PIA
297
Perennial Investment Advisors
California
$584K -$18.5K -145 -3%
TIA
298
Traphagen Investment Advisors
New Jersey
$582K +$511 +4 +0.1%
RWP
299
RWA Wealth Partners
Massachusetts
$581K -$89.5K -700 -13%
MIA
300
Milestone Investment Advisors
Wisconsin
$569K +$28.6K +224 +5%