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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
401
Federation des caisses Desjardins du Quebec
Quebec, Canada
$172K – – –
CT
402
Clearstead Trust
Maine
$171K – – –
CA
403
Clearstead Advisors
Ohio
$169K – – –
WIM
404
Westside Investment Management
California
$168K – – –
PAIM
405
Punch & Associates Investment Management
Minnesota
$168K – – –
CCMI
406
Creative Capital Management Investments
California
$166K – – –
LWA
407
Lowe Wealth Advisors
Maryland
$163K -$145K -1,712 -49%
AWM
408
AllSquare Wealth Management
New York
$161K – – –
AC
409
Arjuna Capital
North Carolina
$160K +$149K +1,759 New
ACA
410
Atlas Capital Advisors
Wyoming
$160K – – –
ME
411
McIlrath & Eck
Washington
$127K -$2.54K -30 -2%
CTWM
412
Cherry Tree Wealth Management
Minnesota
$123K +$2.21K +26 +2%
RA
413
Rise Advisors
New York
$119K +$16K +189 +17%
NF
414
Norwood Financial
Pennsylvania
$118K – – –
TCM
415
TD Capital Management
Tennessee
$115K +$594 +7 +0.6%
PAI
416
Pittenger & Anderson Inc
Nebraska
$112K – – –
PTC
417
Private Trust Company
Ohio
$112K +$43.8K +516 +72%
PFBT
418
Parkside Financial Bank & Trust
Missouri
$112K +$104K +1,230 New
Jones Financial Companies
419
Jones Financial Companies
Missouri
$110K – – –
Qube Research & Technologies (QRT)
420
Qube Research & Technologies (QRT)
United Kingdom
$109K -$46.9K -553 -32%
CT
421
Caldwell Trust
Florida
$109K – – –
GRP
422
Global Retirement Partners
California
$109K – – –
AA
423
Ancora Advisors
Ohio
$105K – – –
EPW
424
Evergreen Private Wealth
Colorado
$102K +$94.8K +1,118 New
HNB
425
Huntington National Bank
Ohio
$99.5K – – –