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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
301
Arkadios Wealth Advisors
Georgia
$543K +$7.13K +67 +1%
SAM
302
S.A. Mason
Michigan
$540K +$495K +4,651 New
EL
303
EQ LLC
Washington
$536K +$10.6K +100 +2%
VWM
304
Venturi Wealth Management
Texas
$533K -$23.4K -220 -5%
GWM
305
Geneos Wealth Management
Colorado
$532K -$163K -1,535 -25%
FLPIM
306
F.L. Putnam Investment Management
Massachusetts
$529K -$74.5K -700 -13%
Deutsche Bank
307
Deutsche Bank
Germany
$529K
TIAA Trust, National Association
308
TIAA Trust, National Association
North Carolina
$526K -$42.6K -400 -8%
HP
309
Hilltop Partners
Indiana
$521K +$89.6K +841 +23%
ONB
310
Old National Bancorp
Indiana
$520K +$477K +4,476 New
CA
311
CoreCap Advisors
Michigan
$520K +$10.9K +102 +2%
JIC
312
Joel Isaacson & Co
New York
$519K
CWP
313
Concord Wealth Partners
Virginia
$518K -$21.8K -205 -4%
CAMV
314
Concord Asset Management (Virginia)
Virginia
$518K +$96.9K +910 +26%
LA
315
LWM Advisors
California
$514K
BFG
316
Buttonwood Financial Group
Missouri
$513K -$22K -207 -4%
WCFA
317
Walkner Condon Financial Advisors
Wisconsin
$511K -$17.4K -163 -4%
RIS
318
Retirement Income Solutions
Michigan
$510K -$145K -1,365 -24%
TNBTD
319
Trustmark National Bank Trust Department
Mississippi
$508K
MCCP
320
Mission Creek Capital Partners
California
$506K -$49K -460 -10%
SWM
321
SK Wealth Management
Rhode Island
$501K +$958 +9 +0.2%
AG
322
Ascent Group
Virginia
$501K -$35.7K -335 -7%
PA
323
Prism Advisors
California
$496K -$117K -1,103 -21%
MFA
324
Mayflower Financial Advisors
Massachusetts
$492K
AFG
325
Atomi Financial Group
New York
$490K