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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
301
Bridgewater Advisors
New York
$546K -$71.2K -669 -13%
AWA
302
Arkadios Wealth Advisors
Georgia
$543K +$7.13K +67 +1%
SAM
303
S.A. Mason
Michigan
$540K +$495K +4,651 New
EL
304
EQ LLC
Washington
$536K +$10.6K +100 +2%
VWM
305
Venturi Wealth Management
Texas
$533K -$23.4K -220 -5%
GWM
306
Geneos Wealth Management
Colorado
$532K +$325K +3,049 +199%
FLPIM
307
F.L. Putnam Investment Management
Massachusetts
$529K -$74.5K -700 -13%
Deutsche Bank
308
Deutsche Bank
Germany
$529K – – –
TIAA Trust, National Association
309
TIAA Trust, National Association
North Carolina
$526K -$42.6K -400 -8%
HP
310
Hilltop Partners
Indiana
$521K +$89.6K +841 +23%
ONB
311
Old National Bancorp
Indiana
$520K +$477K +4,476 New
CA
312
CoreCap Advisors
Michigan
$520K +$10.9K +102 +2%
JIC
313
Joel Isaacson & Co
New York
$519K – – –
CWP
314
Concord Wealth Partners
Virginia
$518K -$21.8K -205 -4%
CAMV
315
Concord Asset Management (Virginia)
Virginia
$518K +$96.9K +910 +26%
LA
316
LWM Advisors
California
$514K – – –
BFG
317
Buttonwood Financial Group
Missouri
$513K -$22K -207 -4%
WCFA
318
Walkner Condon Financial Advisors
Wisconsin
$511K -$17.4K -163 -4%
RIS
319
Retirement Income Solutions
Michigan
$510K -$145K -1,365 -24%
TNBTD
320
Trustmark National Bank Trust Department
Mississippi
$508K – – –
MCCP
321
Mission Creek Capital Partners
California
$506K -$49K -460 -10%
SWM
322
SK Wealth Management
Rhode Island
$501K +$958 +9 +0.2%
AG
323
Ascent Group
Virginia
$501K -$35.7K -335 -7%
PA
324
Prism Advisors
California
$496K -$117K -1,103 -21%
MFA
325
Mayflower Financial Advisors
Massachusetts
$492K – – –