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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
326
OneDigital Investment Advisors
Kansas
$431K -$64.8K -594 -12%
HPM
327
Hoxton Planning & Management
West Virginia
$431K +$203K +1,863 +80%
HPC
328
HM Payson & Co
Maine
$430K
MWM
329
MBE Wealth Management
Wisconsin
$428K +$456K +4,181 New
HCM
330
Hengehold Capital Management
Ohio
$428K
GCP
331
GSA Capital Partners
United Kingdom
$419K +$233K +2,136 +109%
JF
332
JSF Financial
California
$418K -$7.96K -73 -2%
WFS
333
WealthGarden F.S.
California
$418K +$29.5K +270 +7%
ACG
334
Allen Capital Group
Nebraska
$418K -$2.95K -27 -0.7%
AA
335
Addison Advisors
Vermont
$417K
JSW
336
Journey Strategic Wealth
New Jersey
$413K -$436 -4 -0.1%
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$408K -$31.3K -287 -7%
KPWG
338
KFA Private Wealth Group
Virginia
$407K +$545 +5 +0.1%
TVAMP
339
Tennessee Valley Asset Management Partners
Tennessee
$406K +$46K +422 +12%
CFS
340
Coordinated Financial Services
Colorado
$405K
SWM
341
SK Wealth Management
Rhode Island
$402K +$1.09K +10 +0.2%
M
342
MYeCFO
California
$399K +$9.82K +90 +2%
SFG
343
Sovereign Financial Group
Connecticut
$397K +$8.29K +76 +2%
RPC
344
Rossmore Private Capital
Connecticut
$396K
WWG
345
West Wealth Group
California
$389K -$139K -1,271 -25%
LC
346
Landaas & Company
Wisconsin
$387K +$873 +8 +0.2%
ATC
347
Argent Trust Co
Tennessee
$386K
Vanguard Personalized Indexing Management
348
Vanguard Personalized Indexing Management
California
$384K
AG
349
AlTi Global
New York
$381K -$16.6K -152 -4%
CAM
350
Close Asset Management
United Kingdom
$380K