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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
326
MainStreet Investment Advisors
Illinois
$618K +$54.4K +397 +10%
PCM
327
Parsons Capital Management
Rhode Island
$616K
FCH
328
Freestone Capital Holdings
Washington
$612K +$589K +4,298 New
VWM
329
Venturi Wealth Management
Texas
$609K +$8.77K +64 +2%
CPG
330
Cornerstone Planning Group
New Jersey
$608K +$28K +204 +5%
HPC
331
HM Payson & Co
Maine
$598K
WB
332
WesBanco Bank
West Virginia
$586K -$11.5K -84 -2%
CAL
333
Capital Analysts LLC
Pennsylvania
$584K +$108K +788 +24%
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$577K +$15.1K +110 +3%
RWP
335
RWA Wealth Partners
Massachusetts
$569K -$110K -800 -17%
RA
336
Rockingstone Advisors
Massachusetts
$568K
MFA
337
Mayflower Financial Advisors
Massachusetts
$563K +$9.18K +67 +2%
KPWG
338
KFA Private Wealth Group
Virginia
$560K +$73.3K +535 +16%
CAG
339
Crestwood Advisors Group
Massachusetts
$559K
HCM
340
Hengehold Capital Management
Ohio
$556K +$1.1K +8 +0.2%
UIA
341
Ulland Investment Advisors
Minnesota
$552K -$223K -1,625 -30%
RPC
342
Rossmore Private Capital
Connecticut
$551K
MCCP
343
Mission Creek Capital Partners
California
$549K +$8.22K +60 +2%
TCOV
344
Trust Company of Vermont
Vermont
$541K +$521K +3,801 New
CAM
345
Carret Asset Management
New York
$541K
Vanguard Personalized Indexing Management
346
Vanguard Personalized Indexing Management
California
$535K
VCP
347
Verus Capital Partners
Arizona
$534K +$548 +4 +0.1%
OBWG
348
Onyx Bridge Wealth Group
New York
$533K
ATC
349
Argent Trust Co
Tennessee
$533K
RIS
350
Retirement Income Solutions
Michigan
$532K