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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHIA
326
Birch Hill Investment Advisors
Massachusetts
$489K +$9.79K +81 +2%
CWP
327
Concord Wealth Partners
Virginia
$488K -$70.1K -580 -13%
WFS
328
WealthGarden F.S.
California
$487K -$6.29K -52 -1%
RPC
329
Rossmore Private Capital
Connecticut
$487K
OBWG
330
Onyx Bridge Wealth Group
New York
$480K -$1.62M -13,406 -78%
SB
331
Strategic Blueprint
Georgia
$479K -$39.7K -328 -8%
ATC
332
Argent Trust Co
Tennessee
$474K -$49.8K -412 -10%
PFGIA
333
Patriot Financial Group Insurance Agency
Massachusetts
$474K -$5.8K -48 -1%
WWG
334
West Wealth Group
California
$473K +$1.09K +9 +0.2%
Vanguard Personalized Indexing Management
335
Vanguard Personalized Indexing Management
California
$473K
CAM
336
Close Asset Management
United Kingdom
$468K
TVAMP
337
Tennessee Valley Asset Management Partners
Tennessee
$468K +$449K +3,715 New
TCOV
338
Trust Company of Vermont
Vermont
$464K -$2.78K -23 -0.6%
HCA
339
Heck Capital Advisors
Wisconsin
$463K -$725 -6 -0.2%
MWM
340
MBE Wealth Management
Wisconsin
$459K -$67.1K -555 -13%
RA
341
Rockingstone Advisors
Massachusetts
$457K -$7.86K -65 -2%
LNB
342
Ledyard National Bank
$456K +$438K +3,624 New
CAL
343
Capital Analysts LLC
Pennsylvania
$456K +$41K +339 +10%
WHCI
344
W.H. Cornerstone Investments
Massachusetts
$450K -$4.59K -38 -1%
OIA
345
OneDigital Investment Advisors
Kansas
$449K -$1.09K -9 -0.3%
HPM
346
Hoxton Planning & Management
West Virginia
$444K +$20.1K +166 +5%
MWM
347
Mission Wealth Management
California
$444K +$426K +3,525 New
AWA
348
Arkadios Wealth Advisors
Georgia
$442K -$141K -1,163 -25%
VCP
349
Verus Capital Partners
Arizona
$439K +$19.2K +159 +5%
SPAS
350
Spectrum Planning & Advisory Services
California
$437K -$846 -7 -0.2%