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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
351
Aptus Capital Advisors
Alabama
$234K -$270 -3 -0.1%
SWM
352
Stockman Wealth Management
Montana
$234K +$227K +2,522 New
HR
353
Howe & Rusling
New York
$228K +$8.74K +97 +4%
FWP
354
FAS Wealth Partners
Kansas
$227K -$34.3K -380 -13%
SWM
355
Sugarloaf Wealth Management
Georgia
$224K
KFSC
356
Keystone Financial Services (Colorado)
Colorado
$224K +$217K +2,406 New
RWP
357
Ridgecrest Wealth Partners
California
$222K +$215K +2,384 New
FCI
358
Financial Counselors Inc
Kansas
$217K -$61.6K -683 -23%
WCG
359
Weaver Consulting Group
California
$212K +$206K +2,280 New
FCM
360
Firestone Capital Management
Florida
$210K -$9.02K -100 -4%
WCFA
361
Walkner Condon Financial Advisors
Wisconsin
$209K +$202K +2,246 New
T. Rowe Price Associates
362
T. Rowe Price Associates
Maryland
$207K -$106K -1,180 -35%
M&T Bank
363
M&T Bank
New York
$207K +$201K +2,232 New
BDWM
364
Brewin Dolphin Wealth Management
Ireland
$206K +$127K +1,405 +172%
EVM
365
Eaton Vance Management
Massachusetts
$204K
OC
366
Oppenheimer & Co
New York
$204K +$198K +2,200 New
PSC
367
Prentiss Smith & Co
Vermont
$201K +$195K +2,168 New
AssetMark Inc
368
AssetMark Inc
California
$200K +$10.1K +112 +5%
FWM
369
Focused Wealth Management
New York
$182K -$17.9K -198 -9%
EWA
370
EverSource Wealth Advisors
Alabama
$182K +$177K +1,961 New
FDCDDQ
371
Federation des caisses Desjardins du Quebec
Quebec, Canada
$176K
CT
372
Clearstead Trust
Maine
$174K
AF
373
Affiance Financial
Minnesota
$173K
CA
374
Clearstead Advisors
Ohio
$173K +$168K +1,858 New
CA
375
CoreCap Advisors
Michigan
$167K +$162K +1,802 New