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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
376
Blue Zone Wealth Advisors
California
$381K
KBC Group
377
KBC Group
Belgium
$381K -$256K -2,116 -41%
GWP
378
Gen-Wealth Partners
Michigan
$381K +$7.98K +66 +2%
JSW
379
Journey Strategic Wealth
New Jersey
$379K -$65.8K -544 -15%
SIAP
380
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$378K
GA
381
Goldstein Advisors
Wisconsin
$376K -$8.46K -70 -2%
JWBC
382
J.W. Burns & Co
New York
$365K
BCPWM
383
Bradley & Co Private Wealth Management
Florida
$362K -$1.21K -10 -0.3%
JC
384
JB Capital
Connecticut
$361K -$8.34K -69 -2%
SCM
385
Sage Capital Management
New Jersey
$357K
TC
386
Trilogy Capital
California
$354K -$28.3K -234 -8%
WBCM
387
Wilson & Boucher Capital Management
California
$353K
GVAG
388
Great Valley Advisor Group
Delaware
$353K +$5.32K +44 +2%
AIA
389
Arbor Investment Advisors
North Carolina
$350K +$121 +1 +0%
TPA
390
Trivium Point Advisory
Connecticut
$349K +$121 +1 +0%
CAMV
391
Concord Asset Management (Virginia)
Virginia
$348K -$205K -1,695 -38%
FCG
392
Fielder Capital Group
Tennessee
$347K -$73.3K -606 -18%
JFA
393
JNBA Financial Advisors
Minnesota
$346K +$9.91K +82 +3%
CWM
394
Centurion Wealth Management
Virginia
$345K +$725 +6 +0.2%
CCM
395
Colorado Capital Management
Colorado
$341K
RWM
396
Ritholtz Wealth Management
New York
$340K +$327K +2,703 New
SVWAG
397
Sound View Wealth Advisors Group
Georgia
$339K
WS
398
Wedbush Securities
California
$335K
CWS
399
Cypress Wealth Services
California
$332K +$7.13K +59 +2%
KP
400
Keel Point
Alabama
$323K