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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFA
301
Godfrey Financial Associates
New York
$705K -$548 -4 -0.1%
CA
302
CoreCap Advisors
Michigan
$704K +$274 +2 +0%
HPM
303
Hoxton Planning & Management
West Virginia
$690K +$109K +793 +20%
AWG
304
Altus Wealth Group
Colorado
$687K +$19.1K +139 +3%
TF
305
Theory Financial
Colorado
$687K -$47.7K -348 -7%
TIA
306
Traphagen Investment Advisors
New Jersey
$685K +$411 +3 +0.1%
HP
307
Hilltop Partners
Indiana
$681K +$63.2K +461 +11%
OC
308
Oarsman Capital
Wisconsin
$674K -$163K -1,191 -20%
BA
309
Bridgewater Advisors
New York
$673K +$18.4K +134 +3%
EL
310
EQ LLC
Washington
$657K -$51.3K -374 -7%
BIA
311
Bigelow Investment Advisors
Maine
$657K -$1.65K -12 -0.3%
GWM
312
Geneos Wealth Management
Colorado
$651K
AF
313
Advisornet Financial
Minnesota
$650K +$204K +1,486 +48%
Deutsche Bank
314
Deutsche Bank
Germany
$648K
JBA
315
Johnson Bixby & Associates
Washington
$638K -$2.74K -20 -0.4%
EWP
316
Evergreen Wealth Partners
Montana
$636K +$25.5K +186 +4%
JIC
317
Joel Isaacson & Co
New York
$636K
WFA
318
West Financial Advisors
Iowa
$635K -$10.4K -76 -2%
XT
319
XTX Topco
Cayman Islands
$633K +$609K +4,443 New
SWM
320
SK Wealth Management
Rhode Island
$631K +$1.1K +8 +0.2%
MFG
321
Magnus Financial Group
New York
$626K -$22.6K -165 -4%
OIA
322
OneDigital Investment Advisors
Kansas
$625K +$19.2K +140 +3%
MCM
323
MAI Capital Management
Ohio
$625K +$275K +2,009 +85%
TNBTD
324
Trustmark National Bank Trust Department
Mississippi
$623K
LA
325
LWM Advisors
California
$620K