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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
CoreCap Advisors
Michigan
$505K +$487K +4,644 New
MWA
302
Midland Wealth Advisors
Illinois
$501K -$10.3K -98 -2%
Deutsche Bank
303
Deutsche Bank
Germany
$495K
WCFA
304
Walkner Condon Financial Advisors
Wisconsin
$491K -$5.14K -49 -1%
JIC
305
Joel Isaacson & Co
New York
$486K
GAM
306
Gould Asset Management
California
$479K +$6.29K +60 +1%
SWM
307
SK Wealth Management
Rhode Island
$476K +$446K +4,251 New
TNBTD
308
Trustmark National Bank Trust Department
Mississippi
$476K
EL
309
EQ LLC
Washington
$468K +$451K +4,306 New
JSW
310
Journey Strategic Wealth
New Jersey
$463K -$15.3K -146 -3%
MFA
311
Mayflower Financial Advisors
Massachusetts
$461K
JF
312
JSF Financial
California
$460K +$10.6K +101 +2%
CAG
313
Crestwood Advisors Group
Massachusetts
$459K +$6.29K +60 +1%
HCM
314
Hengehold Capital Management
Ohio
$454K
HP
315
Hilltop Partners
Indiana
$453K +$46.3K +442 +12%
LIA
316
LifePlan Investment Advisors
North Carolina
$449K -$48.1K -459 -10%
AG
317
AlTi Global
New York
$445K
AG
318
Ascent Group
Virginia
$443K -$1.36K -13 -0.3%
PSCM
319
Per Stirling Capital Management
Texas
$438K -$29.4K -280 -7%
GWP
320
Gen-Wealth Partners
Michigan
$432K +$32.3K +308 +9%
WFS
321
WealthGarden F.S.
California
$428K -$13.3K -127 -3%
SPAS
322
Spectrum Planning & Advisory Services
California
$423K +$31.1K +297 +8%
WB
323
WesBanco Bank
West Virginia
$418K +$524 +5 +0.1%
ATC
324
Argent Trust Co
Tennessee
$412K
BCM
325
Blume Capital Management
California
$409K -$2.62K -25 -0.7%