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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
326
Hengehold Capital Management
Ohio
$490K – – –
BHIA
327
Birch Hill Investment Advisors
Massachusetts
$489K +$9.79K +81 +2%
CWP
328
Concord Wealth Partners
Virginia
$488K -$70.1K -580 -13%
WFS
329
WealthGarden F.S.
California
$487K -$6.29K -52 -1%
RPC
330
Rossmore Private Capital
Connecticut
$487K – – –
OBWG
331
Onyx Bridge Wealth Group
New York
$480K -$1.62M -13,406 -78%
SB
332
Strategic Blueprint
Georgia
$479K -$39.7K -328 -8%
ATC
333
Argent Trust Co
Tennessee
$474K -$49.8K -412 -10%
PFGIA
334
Patriot Financial Group Insurance Agency
Massachusetts
$474K -$5.8K -48 -1%
WWG
335
West Wealth Group
California
$473K +$1.09K +9 +0.2%
Vanguard Personalized Indexing Management
336
Vanguard Personalized Indexing Management
California
$473K – – –
CAM
337
Close Asset Management
United Kingdom
$468K – – –
TVAMP
338
Tennessee Valley Asset Management Partners
Tennessee
$468K +$449K +3,715 New
TCOV
339
Trust Company of Vermont
Vermont
$464K -$2.78K -23 -0.6%
HCA
340
Heck Capital Advisors
Wisconsin
$463K -$725 -6 -0.2%
MWM
341
MBE Wealth Management
Wisconsin
$459K -$67.1K -555 -13%
RA
342
Rockingstone Advisors
Massachusetts
$457K -$7.86K -65 -2%
LNB
343
Ledyard National Bank
$456K +$438K +3,624 New
CAL
344
Capital Analysts LLC
Pennsylvania
$456K +$41K +339 +10%
WHCI
345
W.H. Cornerstone Investments
Massachusetts
$450K -$4.59K -38 -1%
OIA
346
OneDigital Investment Advisors
Kansas
$449K -$1.09K -9 -0.3%
HPM
347
Hoxton Planning & Management
West Virginia
$444K +$20.1K +166 +5%
MWM
348
Mission Wealth Management
California
$444K +$426K +3,525 New
AWA
349
Arkadios Wealth Advisors
Georgia
$442K -$141K -1,163 -25%
VCP
350
Verus Capital Partners
Arizona
$439K +$19.2K +159 +5%