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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
326
Rockingstone Advisors
Massachusetts
$484K
AA
327
Addison Advisors
Vermont
$479K
MIA
328
MainStreet Investment Advisors
Illinois
$478K -$1.44M -11,225 -74%
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$478K -$1.38M -10,805 -73%
NB
330
NBT Bank
New York
$477K +$487K +3,807 +2,951%
CAG
331
Crestwood Advisors Group
Massachusetts
$476K
HCM
332
Hengehold Capital Management
Ohio
$472K +$1.28K +10 +0.3%
MFA
333
Mayflower Financial Advisors
Massachusetts
$471K -$28.8K -225 -5%
RPC
334
Rossmore Private Capital
Connecticut
$469K +$128 +1 +0%
CAM
335
Carret Asset Management
New York
$461K -$230K -1,800 -32%
MCCP
336
Mission Creek Capital Partners
California
$460K -$73.5K -575 -13%
OPWM
337
Oregon Pacific Wealth Management
Oregon
$457K -$55.7K -436 -10%
WWG
338
West Wealth Group
California
$457K +$2.43K +19 +0.5%
Vanguard Personalized Indexing Management
339
Vanguard Personalized Indexing Management
California
$455K
VCP
340
Verus Capital Partners
Arizona
$454K +$35.2K +275 +8%
OBWG
341
Onyx Bridge Wealth Group
New York
$454K
ATC
342
Argent Trust Co
Tennessee
$454K
CAM
343
Close Asset Management
United Kingdom
$450K
BCM
344
Becker Capital Management
Oregon
$449K +$474K +3,709 New
PIA
345
Panoramic Investment Advisors
Colorado
$449K +$217K +1,696 +85%
CAAS
346
Capital Asset Advisory Services
Michigan
$448K -$29.7K -232 -6%
UBS AM
347
UBS AM
Illinois
$448K +$460K +3,595 +3,595%
WCFA
348
Walkner Condon Financial Advisors
Wisconsin
$447K -$76.5K -598 -14%
AWA
349
Arkadios Wealth Advisors
Georgia
$441K +$1.66K +13 +0.4%
MWM
350
MBE Wealth Management
Wisconsin
$435K -$4.09K -32 -0.9%