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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ONB
301
Old National Bancorp
Indiana
$558K -$5.32K -44 -1%
CIA
302
Concurrent Investment Advisors
Florida
$556K +$62K +513 +13%
PA
303
Prism Advisors
California
$554K +$14.9K +123 +3%
RIS
304
Retirement Income Solutions
Michigan
$553K
TNBTD
305
Trustmark National Bank Trust Department
Mississippi
$551K
MCCP
306
Mission Creek Capital Partners
California
$548K
LA
307
LWM Advisors
California
$548K -$8.83K -73 -2%
PCM
308
Parsons Capital Management
Rhode Island
$545K -$60.3K -499 -10%
Jane Street
309
Jane Street
New York
$543K -$193K -1,596 -27%
RFP
310
RCS Financial Planning
Maryland
$540K +$518K +4,286 New
TIAA Trust, National Association
311
TIAA Trust, National Association
North Carolina
$539K -$30.6K -253 -6%
WCFA
312
Walkner Condon Financial Advisors
Wisconsin
$537K -$16.7K -138 -3%
QCM
313
Quantinno Capital Management
New York
$535K -$90.6K -749 -15%
AFG
314
Atomi Financial Group
New York
$531K -$121 -1 -0%
DAS
315
Diversify Advisory Services
Utah
$531K -$147K -1,214 -23%
CAG
316
Crestwood Advisors Group
Massachusetts
$531K
HPC
317
HM Payson & Co
Maine
$530K +$1.33K +11 +0.3%
WB
318
WesBanco Bank
West Virginia
$528K +$71.6K +592 +16%
HP
319
Hilltop Partners
Indiana
$526K -$37K -306 -7%
SW
320
SVB Wealth
Massachusetts
$526K -$279K -2,311 -36%
AG
321
Ascent Group
Virginia
$522K -$19.8K -164 -4%
MFA
322
Mayflower Financial Advisors
Massachusetts
$518K -$15.1K -125 -3%
CFS
323
Coordinated Financial Services
Colorado
$503K +$4.59K +38 +1%
AA
324
Addison Advisors
Vermont
$498K -$14.5K -120 -3%
HCM
325
Hengehold Capital Management
Ohio
$490K