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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
351
Onyx Bridge Wealth Group
New York
$533K – – –
ATC
352
Argent Trust Co
Tennessee
$533K – – –
RIS
353
Retirement Income Solutions
Michigan
$532K – – –
CAM
354
Close Asset Management
United Kingdom
$529K – – –
UBS AM
355
UBS AM
Illinois
$526K -$137 -1 -0%
LC
356
Landaas & Company
Wisconsin
$525K +$57K +416 +13%
LNWTC
357
Laird Norton Wetherby Trust Company
Washington
$522K +$503K +3,668 New
WCFA
358
Walkner Condon Financial Advisors
Wisconsin
$521K -$4.25K -31 -0.8%
TVAMP
359
Tennessee Valley Asset Management Partners
Tennessee
$511K +$548 +4 +0.1%
OPWM
360
Oregon Pacific Wealth Management
Oregon
$509K -$27.1K -198 -5%
EF
361
Envision Financial
Wisconsin
$508K -$110K -803 -18%
WWG
362
West Wealth Group
California
$506K -$29.5K -215 -6%
M
363
MYeCFO
California
$498K – – –
AWM
364
AE Wealth Management
Kansas
$492K +$147K +1,072 +45%
WDL
365
Well Done LLC
Michigan
$492K -$10K -73 -2%
WHCI
366
W.H. Cornerstone Investments
Massachusetts
$489K +$4.8K +35 +1%
Nuveen
367
Nuveen
North Carolina
$486K +$467K +3,410 New
BFG
368
Beacon Financial Group
Texas
$483K -$2.19K -16 -0.5%
SFG
369
Sovereign Financial Group
Connecticut
$480K +$47.7K +348 +12%
HCA
370
Heck Capital Advisors
Wisconsin
$479K -$12.3K -90 -3%
TW
371
Traveka Wealth
California
$478K +$59.9K +437 +15%
EP
372
Essential Planning
New Hampshire
$478K +$5.89K +43 +1%
AWA
373
Arkadios Wealth Advisors
Georgia
$478K -$39.2K -286 -8%
TCM
374
TruNorth Capital Management
Michigan
$477K +$459K +3,349 New
BHIA
375
Birch Hill Investment Advisors
Massachusetts
$470K – – –