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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
351
Close Asset Management
United Kingdom
$529K
UBS AM
352
UBS AM
Illinois
$526K -$137 -1 -0%
LC
353
Landaas & Company
Wisconsin
$525K +$57K +416 +13%
LNWTC
354
Laird Norton Wetherby Trust Company
Washington
$522K +$503K +3,668 New
WCFA
355
Walkner Condon Financial Advisors
Wisconsin
$521K -$4.25K -31 -0.8%
TVAMP
356
Tennessee Valley Asset Management Partners
Tennessee
$511K +$548 +4 +0.1%
OPWM
357
Oregon Pacific Wealth Management
Oregon
$509K -$27.1K -198 -5%
EF
358
Envision Financial
Wisconsin
$508K -$110K -803 -18%
WWG
359
West Wealth Group
California
$506K -$29.5K -215 -6%
M
360
MYeCFO
California
$498K
AWM
361
AE Wealth Management
Kansas
$492K +$147K +1,072 +45%
WDL
362
Well Done LLC
Michigan
$492K -$10K -73 -2%
WHCI
363
W.H. Cornerstone Investments
Massachusetts
$489K +$4.8K +35 +1%
Nuveen
364
Nuveen
North Carolina
$486K +$467K +3,410 New
BFG
365
Beacon Financial Group
Texas
$483K -$2.19K -16 -0.5%
SFG
366
Sovereign Financial Group
Connecticut
$480K +$47.7K +348 +12%
HCA
367
Heck Capital Advisors
Wisconsin
$479K -$12.3K -90 -3%
TW
368
Traveka Wealth
California
$478K +$59.9K +437 +15%
EP
369
Essential Planning
New Hampshire
$478K +$5.89K +43 +1%
AWA
370
Arkadios Wealth Advisors
Georgia
$478K -$39.2K -286 -8%
TCM
371
TruNorth Capital Management
Michigan
$477K +$459K +3,349 New
BHIA
372
Birch Hill Investment Advisors
Massachusetts
$470K
CAAS
373
Capital Asset Advisory Services
Michigan
$467K -$12.2K -89 -3%
AWM
374
Axxcess Wealth Management
California
$467K +$450K +3,280 New
HWA
375
Hilltop Wealth Advisors
North Carolina
$465K