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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
$431K -$13.3K -110 -3%
KPWG
352
KFA Private Wealth Group
Virginia
$430K -$26.5K -219 -6%
AWA
353
Arete Wealth Advisors
Illinois
$427K +$10.4K +86 +3%
BCM
354
Blume Capital Management
California
$422K
TCM
355
TruNorth Capital Management
Michigan
$422K
AWM
356
Axxcess Wealth Management
California
$420K +$32.2K +266 +9%
CAAS
357
Capital Asset Advisory Services
Michigan
$420K +$32.2K +266 +9%
Susquehanna International Group
358
Susquehanna International Group
Pennsylvania
$420K -$1.92M -15,844 -83%
WA
359
WBH Advisory
Maryland
$416K -$6.53K -54 -2%
HWA
360
Hilltop Wealth Advisors
North Carolina
$412K
LC
361
Landaas & Company
Wisconsin
$410K +$16K +132 +4%
SFG
362
Sovereign Financial Group
Connecticut
$410K +$12.2K +101 +3%
LRIA
363
Leonard Rickey Investment Advisors
Washington
$409K -$5.56K -46 -1%
USCWA
364
U.S. Capital Wealth Advisors
Texas
$407K -$7.86K -65 -2%
FFA
365
First Foundation Advisors
California
$407K
YP
366
YANKCOM Partnership
South Dakota
$403K
TSS
367
Two Sigma Securities
New York
$402K +$386K +3,194 New
OPW
368
Oxler Private Wealth
New York
$401K +$967 +8 +0.3%
BFG
369
Beacon Financial Group
Texas
$401K -$121 -1 -0%
PSCM
370
Per Stirling Capital Management
Texas
$398K -$57.1K -472 -13%
MWA
371
Midland Wealth Advisors
Illinois
$389K -$107K -884 -22%
MAG
372
MRA Advisory Group
New Jersey
$387K +$24.2K +200 +7%
MIA
373
Milestone Investment Advisors
Wisconsin
$384K -$242 -2 -0.1%
G
374
GenTrust
Florida
$383K
SFMG
375
Sage Financial Management Group
Virginia
$382K