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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
301
Perennial Investment Advisors
California
$640K -$48.8K -382 -7%
GWP
302
Gateway Wealth Partners
Wisconsin
$636K +$57.4K +449 +10%
QCM
303
Quantinno Capital Management
New York
$635K +$86.7K +679 +16%
AWG
304
Altus Wealth Group
Colorado
$631K – – –
CA
305
CoreCap Advisors
Michigan
$629K +$52.4K +410 +9%
TIA
306
Traphagen Investment Advisors
New Jersey
$619K +$511 +4 +0.1%
EI
307
Ellevest Inc
New York
$607K – – –
GWM
308
Geneos Wealth Management
Colorado
$589K -$12.4K -97 -2%
WFA
309
West Financial Advisors
Iowa
$589K – – –
BA
310
Bridgewater Advisors
New York
$587K -$3.58K -28 -0.6%
Deutsche Bank
311
Deutsche Bank
Germany
$586K – – –
FLPIM
312
F.L. Putnam Investment Management
Massachusetts
$583K -$9.07K -71 -2%
EL
313
EQ LLC
Washington
$578K -$17.2K -135 -3%
VWM
314
Venturi Wealth Management
Texas
$577K +$1.66K +13 +0.3%
JBA
315
Johnson Bixby & Associates
Washington
$577K -$19.3K -151 -3%
MIA
316
Milestone Investment Advisors
Wisconsin
$576K +$182K +1,421 +47%
JIC
317
Joel Isaacson & Co
New York
$575K – – –
RIS
318
Retirement Income Solutions
Michigan
$566K – – –
MCCP
319
Mission Creek Capital Partners
California
$563K +$2.56K +20 +0.5%
TNBTD
320
Trustmark National Bank Trust Department
Mississippi
$563K – – –
SWM
321
SK Wealth Management
Rhode Island
$562K -$65.8K -515 -11%
LA
322
LWM Advisors
California
$561K – – –
HP
323
Hilltop Partners
Indiana
$559K +$20.8K +163 +4%
PCM
324
Parsons Capital Management
Rhode Island
$557K – – –
WCFA
325
Walkner Condon Financial Advisors
Wisconsin
$552K +$2.68K +21 +0.5%