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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
351
Clearstead Trust
Maine
$126K – – –
AF
352
Affiance Financial
Minnesota
$125K – – –
CA
353
Clearstead Advisors
Ohio
$124K – – –
ME
354
McIlrath & Eck
Washington
$123K +$138K +1,839 New
FWM
355
Focused Wealth Management
New York
$119K +$300 +4 +0.2%
AWM
356
AllSquare Wealth Management
New York
$118K +$25.2K +336 +23%
ACA
357
Aptus Capital Advisors
Alabama
$115K – – –
SWM
358
Spire Wealth Management
Virginia
$106K -$1.43M -19,101 -92%
GRP
359
Global Retirement Partners
California
$96K +$18.1K +241 +22%
CT
360
Caldwell Trust
Florida
$95.8K – – –
FF
361
FourThought Financial
Florida
$91K – – –
TCM
362
TD Capital Management
Tennessee
$89K +$99.4K +1,324 New
NF
363
Norwood Financial
Pennsylvania
$87K – – –
BWA
364
BDO Wealth Advisors
Florida
$84K – – –
MCC
365
Money Concepts Capital
Florida
$81K – – –
AA
366
Ancora Advisors
Ohio
$77K – – –
RA
367
Rise Advisors
New York
$74K +$375 +5 +0.5%
HNB
368
Huntington National Bank
Ohio
$73K – – –
MAWCM
369
Mine & Arao Wealth Creation & Management
California
$73K – – –
PP
370
PrairieView Partners
Minnesota
$69K – – –
MPCG
371
Matrix Private Capital Group
New York
$68K – – –
EWM
372
EPG Wealth Management
Georgia
$67K +$75.1K +1,000 New
WA
373
Win Advisors
Florida
$61K – – –
Qube Research & Technologies (QRT)
374
Qube Research & Technologies (QRT)
United Kingdom
$60K +$26.6K +355 +65%
PTC
375
Private Trust Company
Ohio
$54K – – –