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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NB
301
NBT Bank
New York
$532K -$24.9K -223 -4%
FLPIM
302
F.L. Putnam Investment Management
Massachusetts
$531K
OIA
303
OneDigital Investment Advisors
Kansas
$529K -$62.2K -557 -10%
CC
304
Callan Capital
California
$529K
TIAA Trust, National Association
305
TIAA Trust, National Association
North Carolina
$527K -$782 -7 -0.1%
WCFA
306
Walkner Condon Financial Advisors
Wisconsin
$527K +$29.6K +265 +6%
GSEP
307
Golden State Equity Partners
California
$523K +$465K +4,164 +718%
MFG
308
Magnus Financial Group
New York
$522K -$5.03K -45 -0.9%
EI
309
Ellevest Inc
New York
$520K
CA
310
CoreCap Advisors
Michigan
$512K -$335 -3 -0.1%
BFG
311
Buttonwood Financial Group
Missouri
$512K -$45.5K -407 -8%
RA
312
Rockingstone Advisors
Massachusetts
$510K -$11.2K -100 -2%
MWA
313
Midland Wealth Advisors
Illinois
$508K
WWM
314
Western Wealth Management
Colorado
$503K -$45K -403 -8%
Deutsche Bank
315
Deutsche Bank
Germany
$502K
KBC Group
316
KBC Group
Belgium
$498K +$147K +1,319 +41%
SWA
317
Stratos Wealth Advisors
Ohio
$493K -$88.3K -790 -15%
JIC
318
Joel Isaacson & Co
New York
$492K
LA
319
LWM Advisors
California
$488K +$494K +4,425 New
TNBTD
320
Trustmark National Bank Trust Department
Mississippi
$482K
LWA
321
Lifelong Wealth Advisors
Minnesota
$477K +$483K +4,325 New
PFGIA
322
Patriot Financial Group Insurance Agency
Massachusetts
$471K -$882K -7,896 -65%
SWM
323
SK Wealth Management
Rhode Island
$469K
MFA
324
Mayflower Financial Advisors
Massachusetts
$467K
CAG
325
Crestwood Advisors Group
Massachusetts
$465K