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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WHCI
351
W.H. Cornerstone Investments
Massachusetts
$420K +$3.19K +30 +0.8%
WB
352
WesBanco Bank
West Virginia
$418K -$7.99K -75 -2%
OIA
353
OneDigital Investment Advisors
Kansas
$416K -$67.1K -630 -15%
JSW
354
Journey Strategic Wealth
New Jersey
$412K -$52K -488 -12%
EP
355
Essential Planning
New Hampshire
$411K +$2.88K +27 +0.8%
Renaissance Technologies
356
Renaissance Technologies
New York
$407K +$128K +1,200 +52%
SPAS
357
Spectrum Planning & Advisory Services
California
$403K -$22.5K -211 -6%
FCG
358
Fielder Capital Group
Tennessee
$391K -$170K -1,601 -32%
PA
359
Parkside Advisors
California
$390K
HPM
360
Hoxton Planning & Management
West Virginia
$390K -$89.9K -844 -20%
WA
361
WBH Advisory
Maryland
$390K +$4.26K +40 +1%
BCM
362
Blume Capital Management
California
$389K
LJHT
363
Laurie J. Hall Trustee
$389K +$357K +3,350 New
TCM
364
TruNorth Capital Management
Michigan
$389K
VCP
365
Verus Capital Partners
Arizona
$386K -$2.34K -22 -0.7%
AWA
366
Arete Wealth Advisors
Illinois
$384K +$1.6K +15 +0.5%
USCWA
367
U.S. Capital Wealth Advisors
Texas
$383K -$13.1K -123 -4%
LRIA
368
Leonard Rickey Investment Advisors
Washington
$382K
CAL
369
Capital Analysts LLC
Pennsylvania
$381K +$11.1K +104 +3%
HWA
370
Hilltop Wealth Advisors
North Carolina
$380K
FFA
371
First Foundation Advisors
California
$376K
YP
372
YANKCOM Partnership
South Dakota
$372K
AAP
373
Arax Advisory Partners
Colorado
$372K -$341K -3,200 -50%
BFG
374
Beacon Financial Group
Texas
$370K -$2.45K -23 -0.7%
OPW
375
Oxler Private Wealth
New York
$369K +$745 +7 +0.2%