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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Clearstead Advisors
Ohio
$124K
ME
352
McIlrath & Eck
Washington
$123K +$138K +1,839 New
FWM
353
Focused Wealth Management
New York
$119K +$300 +4 +0.2%
AWM
354
AllSquare Wealth Management
New York
$118K +$25.2K +336 +23%
ACA
355
Aptus Capital Advisors
Alabama
$115K
SWM
356
Spire Wealth Management
Virginia
$106K -$1.43M -19,101 -92%
GRP
357
Global Retirement Partners
California
$96K +$18.1K +241 +22%
CT
358
Caldwell Trust
Florida
$95.8K
FF
359
FourThought Financial
Florida
$91K
TCM
360
TD Capital Management
Tennessee
$89K +$99.4K +1,324 New
NF
361
Norwood Financial
Pennsylvania
$87K
BWA
362
BDO Wealth Advisors
Florida
$84K
MCC
363
Money Concepts Capital
Florida
$81K
AA
364
Ancora Advisors
Ohio
$77K
RA
365
Rise Advisors
New York
$74K +$375 +5 +0.5%
HNB
366
Huntington National Bank
Ohio
$73K
MAWCM
367
Mine & Arao Wealth Creation & Management
California
$73K
PP
368
PrairieView Partners
Minnesota
$69K
MPCG
369
Matrix Private Capital Group
New York
$68K
EWM
370
EPG Wealth Management
Georgia
$67K +$75.1K +1,000 New
WA
371
Win Advisors
Florida
$61K
Qube Research & Technologies (QRT)
372
Qube Research & Technologies (QRT)
United Kingdom
$60K +$26.6K +355 +65%
PTC
373
Private Trust Company
Ohio
$54K
HI
374
Hudock Inc
Pennsylvania
$50K +$225 +3 +0.4%
CWA
375
Clearview Wealth Advisors
Oregon
$48K +$8.93K +119 +20%