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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
301
Trustmark National Bank Trust Department
Mississippi
$398K – – –
AG
302
AlTi Global
New York
$398K +$371K +4,370 New
CAG
303
Crestwood Advisors Group
Massachusetts
$398K – – –
BW
304
BIP Wealth
Georgia
$396K +$369K +4,350 New
AG
305
Ascent Group
Virginia
$393K -$53.9K -635 -13%
Citigroup
306
Citigroup
New York
$390K -$13.9K -164 -4%
WS
307
Wedbush Securities
California
$389K -$13.5K -159 -4%
HFF
308
Halter Ferguson Financial
Indiana
$387K +$360K +4,245 New
SPW
309
Sonoma Private Wealth
California
$381K +$355K +4,180 New
HCM
310
Hengehold Capital Management
Ohio
$380K – – –
MWA
311
Midland Wealth Advisors
Illinois
$379K +$353K +4,162 New
ZCI
312
Zevenbergen Capital Investments
Washington
$375K -$95.1K -1,121 -21%
NB
313
NBT Bank
New York
$372K +$347K +4,090 New
D
314
Diversified
Delaware
$369K +$1.78K +21 +0.5%
ATC
315
Argent Trust Co
Tennessee
$363K -$2.04K -24 -0.6%
AWA
316
Arete Wealth Advisors
Illinois
$362K +$108K +1,268 +47%
PA
317
Parkside Advisors
California
$360K -$46.8K -552 -12%
CAM
318
Close Asset Management
United Kingdom
$353K -$19.1K -225 -5%
CWM
319
Centurion Wealth Management
Virginia
$352K +$37.7K +444 +13%
PIA
320
Perennial Investment Advisors
California
$350K +$36.4K +429 +13%
BCM
321
Blume Capital Management
California
$349K – – –
WB
322
WesBanco Bank
West Virginia
$349K -$594 -7 -0.2%
VCP
323
Verus Capital Partners
Arizona
$345K +$29.8K +351 +10%
BMM
324
Buffington Mohr McNeal
Idaho
$344K – – –
TCOV
325
Trust Company of Vermont
Vermont
$344K +$2.71K +32 +0.9%