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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
301
Mesirow Financial Investment Management
Illinois
$717K -$1.37K -10 -0.2%
SPC
302
Sigma Planning Corp
Michigan
$714K -$201K -1,466 -23%
GFA
303
Godfrey Financial Associates
New York
$705K -$548 -4 -0.1%
CA
304
CoreCap Advisors
Michigan
$704K +$274 +2 +0%
HPM
305
Hoxton Planning & Management
West Virginia
$690K +$109K +793 +20%
AWG
306
Altus Wealth Group
Colorado
$687K +$19.1K +139 +3%
TF
307
Theory Financial
Colorado
$687K -$47.7K -348 -7%
TIA
308
Traphagen Investment Advisors
New Jersey
$685K +$411 +3 +0.1%
HP
309
Hilltop Partners
Indiana
$681K +$63.2K +461 +11%
OC
310
Oarsman Capital
Wisconsin
$674K -$163K -1,191 -20%
BA
311
Bridgewater Advisors
New York
$673K +$18.4K +134 +3%
EL
312
EQ LLC
Washington
$657K -$51.3K -374 -7%
BIA
313
Bigelow Investment Advisors
Maine
$657K -$1.65K -12 -0.3%
GWM
314
Geneos Wealth Management
Colorado
$651K – – –
AF
315
Advisornet Financial
Minnesota
$650K +$204K +1,486 +48%
Deutsche Bank
316
Deutsche Bank
Germany
$648K – – –
JBA
317
Johnson Bixby & Associates
Washington
$638K -$2.74K -20 -0.4%
EWP
318
Evergreen Wealth Partners
Montana
$636K +$25.5K +186 +4%
JIC
319
Joel Isaacson & Co
New York
$636K – – –
WFA
320
West Financial Advisors
Iowa
$635K -$10.4K -76 -2%
XT
321
XTX Topco
Cayman Islands
$633K +$609K +4,443 New
PGFG
322
Pine Grove Financial Group
Minnesota
$631K -$23.7K -173 -4%
SWM
323
SK Wealth Management
Rhode Island
$631K +$1.1K +8 +0.2%
MFG
324
Magnus Financial Group
New York
$626K -$22.6K -165 -4%
OIA
325
OneDigital Investment Advisors
Kansas
$625K +$19.2K +140 +3%