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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EI
301
Ellevest Inc
New York
$513K – – –
PIA
302
Perennial Investment Advisors
California
$511K +$24K +229 +5%
CA
303
CoreCap Advisors
Michigan
$505K +$487K +4,644 New
MWA
304
Midland Wealth Advisors
Illinois
$501K -$10.3K -98 -2%
Deutsche Bank
305
Deutsche Bank
Germany
$495K – – –
WCFA
306
Walkner Condon Financial Advisors
Wisconsin
$491K -$5.14K -49 -1%
JIC
307
Joel Isaacson & Co
New York
$486K – – –
GAM
308
Gould Asset Management
California
$479K +$6.29K +60 +1%
SWM
309
SK Wealth Management
Rhode Island
$476K +$446K +4,251 New
TNBTD
310
Trustmark National Bank Trust Department
Mississippi
$476K – – –
EL
311
EQ LLC
Washington
$468K +$451K +4,306 New
JSW
312
Journey Strategic Wealth
New Jersey
$463K -$15.3K -146 -3%
MFA
313
Mayflower Financial Advisors
Massachusetts
$461K – – –
JF
314
JSF Financial
California
$460K +$10.6K +101 +2%
CAG
315
Crestwood Advisors Group
Massachusetts
$459K +$6.29K +60 +1%
HCM
316
Hengehold Capital Management
Ohio
$454K – – –
HP
317
Hilltop Partners
Indiana
$453K +$46.3K +442 +12%
LIA
318
LifePlan Investment Advisors
North Carolina
$449K -$48.1K -459 -10%
AG
319
AlTi Global
New York
$445K – – –
AG
320
Ascent Group
Virginia
$443K -$1.36K -13 -0.3%
PSCM
321
Per Stirling Capital Management
Texas
$438K -$29.4K -280 -7%
GWP
322
Gen-Wealth Partners
Michigan
$432K +$32.3K +308 +9%
WFS
323
WealthGarden F.S.
California
$428K -$13.3K -127 -3%
SPAS
324
Spectrum Planning & Advisory Services
California
$423K +$31.1K +297 +8%
WB
325
WesBanco Bank
West Virginia
$418K +$524 +5 +0.1%