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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
401
LGT Financial Advisors
Texas
$78.4K +$74.1K +932 New
LJHT
402
Laurie J. Hall Trustee
$76K
OLVIG
403
Oliver Lagore Vanvalin Investment Group
Michigan
$73.1K -$1.59K -20 -2%
EWA
404
EverSource Wealth Advisors
Alabama
$72.9K
PCMC
405
Private Capital Management (Colorado)
Colorado
$70K
MAWCM
406
Mine & Arao Wealth Creation & Management
California
$68.9K +$159 +2 +0.2%
Bessemer Group
407
Bessemer Group
New Jersey
$68K -$137K -1,721 -68%
CAS
408
Coppell Advisory Solutions
Texas
$66.9K +$63.9K +804 New
IGWM
409
ICA Group Wealth Management
Colorado
$66.7K +$62.9K +792 New
FP
410
Financial Perspectives
Minnesota
$65.9K +$159 +2 +0.3%
ATC
411
Adirondack Trust Company
New York
$60.2K
PTC
412
Private Trust Company
Ohio
$60.2K
RG
413
Retirement Group
California
$57.2K
GWANC
414
Guardian Wealth Advisors (North Carolina)
North Carolina
$51.7K -$556 -7 -1%
OP
415
ORG Partners
Indiana
$51.3K +$48.3K +608 New
MFT
416
Moisand Fitzgerald Tamayo
Florida
$50.8K -$2.46K -31 -5%
KTC
417
Kistler-Tiffany Companies
Pennsylvania
$50.2K
BBHC
418
Brown Brothers Harriman & Co
New York
$48.1K
VCM
419
Vigilant Capital Management
Maine
$46K
BONH
420
Bank of New Hampshire
New Hampshire
$42.9K
BCPWM
421
Bradley & Co Private Wealth Management
Florida
$42.6K
CTA
422
Colonial Trust Advisors
South Carolina
$42.1K
MIFH
423
Migdal Insurance & Financial Holdings
Israel
$40K
BCM
424
Bourgeon Capital Management
Connecticut
$39.6K +$37.4K +470 New
SSB
425
Sandy Spring Bank
Maryland
$38.7K