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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
376
PrairieView Partners
Minnesota
$74K
MPCG
377
Matrix Private Capital Group
New York
$73K
WA
378
Win Advisors
Florida
$66K -$19.8M -253,924 -100%
PTC
379
Private Trust Company
Ohio
$58K +$62.3K +800 New
HI
380
Hudock Inc
Pennsylvania
$53K +$234 +3 +0.4%
ATC
381
Adirondack Trust Company
New York
$47K
MFT
382
Moisand Fitzgerald Tamayo
Florida
$47K
WFA
383
Wells Financial Advisors
Massachusetts
$44K +$4.52K +58 +10%
GWANC
384
Guardian Wealth Advisors (North Carolina)
North Carolina
$44K +$47.8K +614 New
KTC
385
Kistler-Tiffany Companies
Pennsylvania
$43K
CWA
386
Clearview Wealth Advisors
Oregon
$43K +$40.8K +524 +681%
ZIG
387
Zullo Investment Group
Pennsylvania
$42K
Qube Research & Technologies (QRT)
388
Qube Research & Technologies (QRT)
United Kingdom
$39K +$42.4K +544 New
BONH
389
Bank of New Hampshire
New Hampshire
$37K
BCPWM
390
Bradley & Co Private Wealth Management
Florida
$36K
TWA
391
TCI Wealth Advisors
Arizona
$36K +$39.1K +502 New
MIFH
392
Migdal Insurance & Financial Holdings
Israel
$34K
SSB
393
Sandy Spring Bank
Maryland
$33K
FP
394
Financial Perspectives
Minnesota
$32.9K +$10K +129 +39%
BA
395
Ballast Advisors
Minnesota
$32K
PAIM
396
Punch & Associates Investment Management
Minnesota
$29K -$2.73K -35 -8%
BWP
397
Baldwin Wealth Partners
Massachusetts
$29K
TWC
398
TD Waterhouse Canada
Ontario, Canada
$21.5K
DWA
399
Dougherty Wealth Advisers
Minnesota
$20K
PA
400
PSI Advisors
Florida
$18K -$389 -5 -2%