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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
401
AlphaCore Capital
California
$176K -$2.63K -31 -2%
FDCDDQ
402
Federation des caisses Desjardins du Quebec
Quebec, Canada
$172K
CT
403
Clearstead Trust
Maine
$171K
CA
404
Clearstead Advisors
Ohio
$169K -$158K -1,858 -50%
WIM
405
Westside Investment Management
California
$168K
PAIM
406
Punch & Associates Investment Management
Minnesota
$168K
CCMI
407
Creative Capital Management Investments
California
$166K
LWA
408
Lowe Wealth Advisors
Maryland
$163K -$145K -1,712 -49%
AWM
409
AllSquare Wealth Management
New York
$161K
AC
410
Arjuna Capital
North Carolina
$160K +$149K +1,759 New
ACA
411
Atlas Capital Advisors
Wyoming
$160K
ME
412
McIlrath & Eck
Washington
$127K -$2.54K -30 -2%
CTWM
413
Cherry Tree Wealth Management
Minnesota
$123K +$2.21K +26 +2%
RA
414
Rise Advisors
New York
$119K +$16K +189 +17%
NF
415
Norwood Financial
Pennsylvania
$118K
TCM
416
TD Capital Management
Tennessee
$115K +$594 +7 +0.6%
PAI
417
Pittenger & Anderson Inc
Nebraska
$112K
PTC
418
Private Trust Company
Ohio
$112K +$43.8K +516 +72%
PFBT
419
Parkside Financial Bank & Trust
Missouri
$112K +$104K +1,230 New
Jones Financial Companies
420
Jones Financial Companies
Missouri
$110K
Qube Research & Technologies (QRT)
421
Qube Research & Technologies (QRT)
United Kingdom
$109K -$46.9K -553 -32%
CT
422
Caldwell Trust
Florida
$109K
GRP
423
Global Retirement Partners
California
$109K
AA
424
Ancora Advisors
Ohio
$105K
EPW
425
Evergreen Private Wealth
Colorado
$102K +$94.8K +1,118 New