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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
326
Atomi Financial Group
New York
$465K +$51.6K +462 +12%
HPC
327
HM Payson & Co
Maine
$463K -$80.6K -721 -15%
HCM
328
Hengehold Capital Management
Ohio
$461K
HP
329
Hilltop Partners
Indiana
$459K
JF
330
JSF Financial
California
$459K -$8.16K -73 -2%
SFMG
331
Sage Financial Management Group
Virginia
$458K +$49.9K +447 +12%
ACG
332
Allen Capital Group
Nebraska
$453K -$303K -2,715 -40%
AA
333
Addison Advisors
Vermont
$449K -$118K -1,057 -21%
JSW
334
Journey Strategic Wealth
New Jersey
$446K -$23.8K -213 -5%
EL
335
EQ LLC
Washington
$445K -$30.4K -272 -6%
KPWG
336
KFA Private Wealth Group
Virginia
$437K +$35.5K +318 +9%
CFS
337
Coordinated Financial Services
Colorado
$436K +$442K +3,956 New
CAMV
338
Concord Asset Management (Virginia)
Virginia
$434K +$43K +385 +11%
AG
339
AlTi Global
New York
$427K -$24.1K -216 -5%
RPC
340
Rossmore Private Capital
Connecticut
$426K +$65.6K +587 +18%
WFS
341
WealthGarden F.S.
California
$420K -$13.3K -119 -3%
M
342
MYeCFO
California
$420K +$72.6K +650 +21%
SFG
343
Sovereign Financial Group
Connecticut
$419K +$197K +1,764 +86%
LC
344
Landaas & Company
Wisconsin
$416K +$75.3K +674 +22%
PSCM
345
Per Stirling Capital Management
Texas
$415K -$28.9K -259 -6%
ATC
346
Argent Trust Co
Tennessee
$415K -$2.01K -18 -0.5%
Vanguard Personalized Indexing Management
347
Vanguard Personalized Indexing Management
California
$414K
BMM
348
Buffington Mohr McNeal
Idaho
$413K
WB
349
WesBanco Bank
West Virginia
$411K -$12.8K -115 -3%
CAM
350
Close Asset Management
United Kingdom
$410K