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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
301
Buttonwood Financial Group
Missouri
$560K +$3.63K +30 +0.7%
ONB
302
Old National Bancorp
Indiana
$558K -$5.32K -44 -1%
CIA
303
Concurrent Investment Advisors
Florida
$556K +$62K +513 +13%
PA
304
Prism Advisors
California
$554K +$14.9K +123 +3%
RIS
305
Retirement Income Solutions
Michigan
$553K – – –
TNBTD
306
Trustmark National Bank Trust Department
Mississippi
$551K – – –
MCCP
307
Mission Creek Capital Partners
California
$548K – – –
LA
308
LWM Advisors
California
$548K -$8.83K -73 -2%
PCM
309
Parsons Capital Management
Rhode Island
$545K -$60.3K -499 -10%
Jane Street
310
Jane Street
New York
$543K -$193K -1,596 -27%
RFP
311
RCS Financial Planning
Maryland
$540K +$518K +4,286 New
TIAA Trust, National Association
312
TIAA Trust, National Association
North Carolina
$539K -$30.6K -253 -6%
WCFA
313
Walkner Condon Financial Advisors
Wisconsin
$537K -$16.7K -138 -3%
QCM
314
Quantinno Capital Management
New York
$535K -$90.6K -749 -15%
AFG
315
Atomi Financial Group
New York
$531K -$121 -1 -0%
DAS
316
Diversify Advisory Services
Utah
$531K -$147K -1,214 -23%
CAG
317
Crestwood Advisors Group
Massachusetts
$531K – – –
HPC
318
HM Payson & Co
Maine
$530K +$1.33K +11 +0.3%
WB
319
WesBanco Bank
West Virginia
$528K +$71.6K +592 +16%
HP
320
Hilltop Partners
Indiana
$526K -$37K -306 -7%
SW
321
SVB Wealth
Massachusetts
$526K -$279K -2,311 -36%
AG
322
Ascent Group
Virginia
$522K -$19.8K -164 -4%
MFA
323
Mayflower Financial Advisors
Massachusetts
$518K -$15.1K -125 -3%
CFS
324
Coordinated Financial Services
Colorado
$503K +$4.59K +38 +1%
AA
325
Addison Advisors
Vermont
$498K -$14.5K -120 -3%