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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPM
326
Hoxton Planning & Management
West Virginia
$491K -$511 -4 -0.1%
TRCT
327
Tower Research Capital (TRC)
New York
$488K +$515K +4,028 New
RA
328
Rockingstone Advisors
Massachusetts
$484K – – –
AA
329
Addison Advisors
Vermont
$479K – – –
MIA
330
MainStreet Investment Advisors
Illinois
$478K -$1.44M -11,225 -74%
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$478K -$1.38M -10,805 -73%
NB
332
NBT Bank
New York
$477K +$487K +3,807 +2,951%
CAG
333
Crestwood Advisors Group
Massachusetts
$476K – – –
HCM
334
Hengehold Capital Management
Ohio
$472K +$1.28K +10 +0.3%
MFA
335
Mayflower Financial Advisors
Massachusetts
$471K -$28.8K -225 -5%
RPC
336
Rossmore Private Capital
Connecticut
$469K +$128 +1 +0%
CAM
337
Carret Asset Management
New York
$461K -$230K -1,800 -32%
MCCP
338
Mission Creek Capital Partners
California
$460K -$73.5K -575 -13%
OPWM
339
Oregon Pacific Wealth Management
Oregon
$457K -$55.7K -436 -10%
WWG
340
West Wealth Group
California
$457K +$2.43K +19 +0.5%
Vanguard Personalized Indexing Management
341
Vanguard Personalized Indexing Management
California
$455K – – –
VCP
342
Verus Capital Partners
Arizona
$454K +$35.2K +275 +8%
OBWG
343
Onyx Bridge Wealth Group
New York
$454K – – –
ATC
344
Argent Trust Co
Tennessee
$454K – – –
CAM
345
Close Asset Management
United Kingdom
$450K – – –
BCM
346
Becker Capital Management
Oregon
$449K +$474K +3,709 New
PIA
347
Panoramic Investment Advisors
Colorado
$449K +$217K +1,696 +85%
CAAS
348
Capital Asset Advisory Services
Michigan
$448K -$29.7K -232 -6%
UBS AM
349
UBS AM
Illinois
$448K +$460K +3,595 +3,595%
WCFA
350
Walkner Condon Financial Advisors
Wisconsin
$447K -$76.5K -598 -14%