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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCM
301
Quantinno Capital Management
New York
$635K +$86.7K +679 +16%
AWG
302
Altus Wealth Group
Colorado
$631K
CA
303
CoreCap Advisors
Michigan
$629K +$52.4K +410 +9%
TIA
304
Traphagen Investment Advisors
New Jersey
$619K +$511 +4 +0.1%
EI
305
Ellevest Inc
New York
$607K
GWM
306
Geneos Wealth Management
Colorado
$589K -$12.4K -97 -2%
WFA
307
West Financial Advisors
Iowa
$589K
BA
308
Bridgewater Advisors
New York
$587K -$3.58K -28 -0.6%
Deutsche Bank
309
Deutsche Bank
Germany
$586K
FLPIM
310
F.L. Putnam Investment Management
Massachusetts
$583K -$9.07K -71 -2%
EL
311
EQ LLC
Washington
$578K -$17.2K -135 -3%
VWM
312
Venturi Wealth Management
Texas
$577K +$1.66K +13 +0.3%
JBA
313
Johnson Bixby & Associates
Washington
$577K -$19.3K -151 -3%
MIA
314
Milestone Investment Advisors
Wisconsin
$576K +$182K +1,421 +47%
JIC
315
Joel Isaacson & Co
New York
$575K
RIS
316
Retirement Income Solutions
Michigan
$566K
MCCP
317
Mission Creek Capital Partners
California
$563K +$2.56K +20 +0.5%
TNBTD
318
Trustmark National Bank Trust Department
Mississippi
$563K
SWM
319
SK Wealth Management
Rhode Island
$562K -$65.8K -515 -11%
LA
320
LWM Advisors
California
$561K
HP
321
Hilltop Partners
Indiana
$559K +$20.8K +163 +4%
PCM
322
Parsons Capital Management
Rhode Island
$557K
WCFA
323
Walkner Condon Financial Advisors
Wisconsin
$552K +$2.68K +21 +0.5%
BFP
324
Birchwood Financial Partners
Minnesota
$551K +$547K +4,279 New
TIAA Trust, National Association
325
TIAA Trust, National Association
North Carolina
$549K -$1.66K -13 -0.3%