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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
351
Essential Planning
New Hampshire
$207K +$3.73K +44 +2%
USCWA
352
U.S. Capital Wealth Advisors
Texas
$205K -$39.3K -463 -16%
M
353
MYeCFO
California
$204K – – –
GWP
354
Gateway Wealth Partners
Wisconsin
$203K +$211K +2,488 New
TCA
355
Transcend Capital Advisors
New Jersey
$202K -$12.4K -146 -6%
TI
356
Trexquant Investment
Connecticut
$200K +$209K +2,459 New
AWM
357
Avior Wealth Management
Nebraska
$197K -$7.97K -94 -4%
SL
358
Salomon & Ludwin
Virginia
$189K +$197K +2,324 New
ST
359
Smithfield Trust
Pennsylvania
$180K -$31.6K -373 -14%
HR
360
Howe & Rusling
New York
$177K +$509 +6 +0.3%
GWM
361
Geneos Wealth Management
Colorado
$173K – – –
SWM
362
Sugarloaf Wealth Management
Georgia
$172K -$8.31K -98 -4%
GWSG
363
GPS Wealth Strategies Group
Colorado
$162K – – –
AC
364
AlphaCore Capital
California
$160K – – –
FDCDDQ
365
Federation des caisses Desjardins du Quebec
Quebec, Canada
$154K – – –
CT
366
Clearstead Trust
Maine
$153K – – –
TRCT
367
Tower Research Capital (TRC)
New York
$151K -$1.21M -14,218 -88%
CA
368
Clearstead Advisors
Ohio
$151K – – –
WIM
369
Westside Investment Management
California
$151K – – –
PAIM
370
Punch & Associates Investment Management
Minnesota
$151K -$848 -10 -0.5%
CCMI
371
Creative Capital Management Investments
California
$148K +$154K +1,819 New
CAL
372
Capital Analysts LLC
Pennsylvania
$144K -$8.82K -104 -6%
AWM
373
AllSquare Wealth Management
New York
$144K – – –
ACA
374
Atlas Capital Advisors
Wyoming
$143K – – –
Qube Research & Technologies (QRT)
375
Qube Research & Technologies (QRT)
United Kingdom
$143K +$59.6K +703 +67%