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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
376
Punch & Associates Investment Management
Minnesota
$157K +$148K +1,860 New
CA
377
Clearstead Advisors
Ohio
$156K
WIM
378
Westside Investment Management
California
$156K
ACA
379
Atlas Capital Advisors
Wyoming
$148K
CT
380
Clearstead Trust
Maine
$146K
4FG
381
4Thought Financial Group
New York
$146K -$5.64K -71 -4%
AWM
382
AllSquare Wealth Management
New York
$141K
IA
383
IFP Advisors
Florida
$122K
CWA
384
Carolina Wealth Advisors
South Carolina
$118K +$112K +1,406 New
ME
385
McIlrath & Eck
Washington
$116K -$4.53K -57 -4%
TCM
386
TD Capital Management
Tennessee
$112K +$159 +2 +0.2%
CTWM
387
Cherry Tree Wealth Management
Minnesota
$111K +$105K +1,324 New
NF
388
Norwood Financial
Pennsylvania
$109K
PAI
389
Pittenger & Anderson Inc
Nebraska
$104K
Jones Financial Companies
390
Jones Financial Companies
Missouri
$101K +$95.8K +1,205 New
CT
391
Caldwell Trust
Florida
$101K
GRP
392
Global Retirement Partners
California
$100K
Barclays
393
Barclays
United Kingdom
$99.2K +$93.7K +1,179 New
AA
394
Ancora Advisors
Ohio
$96.8K
RA
395
Rise Advisors
New York
$94.3K +$238 +3 +0.3%
HNB
396
Huntington National Bank
Ohio
$92K
FWM
397
Focused Wealth Management
New York
$89K +$79 +1 +0.1%
PP
398
PrairieView Partners
Minnesota
$87K
MPCG
399
Matrix Private Capital Group
New York
$86K
EWM
400
EPG Wealth Management
Georgia
$84.2K