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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
301
TIAA Trust, National Association
North Carolina
$505K +$16.1K +148 +3%
PCM
302
Parsons Capital Management
Rhode Island
$505K
AWG
303
Altus Wealth Group
Colorado
$501K -$3.93K -36 -0.7%
MCCP
304
Mission Creek Capital Partners
California
$493K -$88.9K -815 -14%
VWM
305
Venturi Wealth Management
Texas
$492K -$46.9K -430 -8%
CC
306
Callan Capital
California
$491K
NB
307
NBT Bank
New York
$489K -$5.46K -50 -1%
MFG
308
Magnus Financial Group
New York
$488K +$4.25K +39 +0.8%
BBNA
309
Bremer Bank National Association
Minnesota
$486K -$84.4K -774 -14%
EI
310
Ellevest Inc
New York
$483K
CWP
311
Concord Wealth Partners
Virginia
$477K -$153K -1,401 -23%
AG
312
Ascent Group
Virginia
$476K +$139K +1,272 +38%
AWA
313
Arkadios Wealth Advisors
Georgia
$472K -$33.1K -303 -6%
MWA
314
Midland Wealth Advisors
Illinois
$469K -$2.73K -25 -0.5%
WCFA
315
Walkner Condon Financial Advisors
Wisconsin
$468K -$23.3K -214 -4%
Deutsche Bank
316
Deutsche Bank
Germany
$466K
LA
317
LWM Advisors
California
$465K
EL
318
EQ LLC
Washington
$462K +$52.6K +482 +12%
JIC
319
Joel Isaacson & Co
New York
$457K
TNBTD
320
Trustmark National Bank Trust Department
Mississippi
$448K
CA
321
CoreCap Advisors
Michigan
$448K -$29.5K -270 -6%
BFG
322
Buttonwood Financial Group
Missouri
$446K +$16.6K +152 +3%
MFA
323
Mayflower Financial Advisors
Massachusetts
$434K
AFG
324
Atomi Financial Group
New York
$432K +$655 +6 +0.1%
CAG
325
Crestwood Advisors Group
Massachusetts
$432K