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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
351
Brewin Dolphin Wealth Management
Ireland
$160K – – –
GWSG
352
GPS Wealth Strategies Group
Colorado
$142K +$234 +3 +0.2%
FDCDDQ
353
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136K – – –
CT
354
Clearstead Trust
Maine
$135K – – –
RG
355
Retirement Group
California
$135K – – –
4FG
356
4Thought Financial Group
New York
$135K +$3.5K +45 +2%
AF
357
Affiance Financial
Minnesota
$134K – – –
CA
358
Clearstead Advisors
Ohio
$134K – – –
FWM
359
Focused Wealth Management
New York
$127K -$15K -193 -10%
ACA
360
Aptus Capital Advisors
Alabama
$123K -$16.4K -211 -11%
MA
361
MUFG Americas
New York
$113K – – –
AWM
362
AllSquare Wealth Management
New York
$103K – – –
CT
363
Caldwell Trust
Florida
$103K – – –
BAM
364
Belpointe Asset Management
Nevada
$102K +$111K +1,425 New
FF
365
FourThought Financial
Florida
$97K – – –
NF
366
Norwood Financial
Pennsylvania
$93K – – –
BWA
367
BDO Wealth Advisors
Florida
$91K – – –
MCC
368
Money Concepts Capital
Florida
$88K -$124K -1,598 -57%
AA
369
Ancora Advisors
Ohio
$83K – – –
AW
370
ACG Wealth
Georgia
$82K +$88.9K +1,141 New
HNB
371
Huntington National Bank
Ohio
$79K – – –
MAWCM
372
Mine & Arao Wealth Creation & Management
California
$79K +$234 +3 +0.3%
RA
373
Rise Advisors
New York
$79K +$234 +3 +0.3%
GRP
374
Global Retirement Partners
California
$78K – – –
CS
375
Credit Suisse
Switzerland
$78K +$85K +1,091 New