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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
376
Leonard Rickey Investment Advisors
Washington
$422K +$3.83K +30 +0.9%
HWA
377
Hilltop Wealth Advisors
North Carolina
$421K – – –
LC
378
Landaas & Company
Wisconsin
$421K +$1.15K +9 +0.3%
JFA
379
JNBA Financial Advisors
Minnesota
$418K +$63K +493 +18%
USCWA
380
U.S. Capital Wealth Advisors
Texas
$417K – – –
EGM
381
Engineers Gate Manager
New York
$417K +$413K +3,233 New
FFA
382
First Foundation Advisors
California
$417K – – –
AG
383
Ascent Group
Virginia
$415K -$118K -922 -22%
BHIA
384
Birch Hill Investment Advisors
Massachusetts
$415K -$83.7K -655 -17%
YP
385
YANKCOM Partnership
South Dakota
$413K – – –
MHC
386
May Hill Capital
Massachusetts
$412K +$203K +1,589 +99%
OPW
387
Oxler Private Wealth
New York
$412K +$1.15K +9 +0.3%
BFG
388
Beacon Financial Group
Texas
$410K -$383 -3 -0.1%
SFG
389
Sovereign Financial Group
Connecticut
$405K -$13.8K -108 -3%
TW
390
Traveka Wealth
California
$405K +$401K +3,142 New
MWM
391
Mission Wealth Management
California
$404K -$49.9K -391 -11%
EWP
392
Evergreen Wealth Partners
Montana
$403K +$400K +3,129 New
AWM
393
AE Wealth Management
Kansas
$403K +$112K +874 +39%
MWA
394
Midland Wealth Advisors
Illinois
$398K – – –
MAG
395
MRA Advisory Group
New Jersey
$398K +$1.53K +12 +0.4%
G
396
GenTrust
Florida
$391K – – –
MCM
397
MAI Capital Management
Ohio
$391K +$148K +1,161 +62%
SFMG
398
Sage Financial Management Group
Virginia
$390K – – –
KBC Group
399
KBC Group
Belgium
$390K – – –
BZWA
400
Blue Zone Wealth Advisors
California
$390K – – –