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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
401
CRA Financial Services
New Jersey
$262K
JC
402
JB Capital
Connecticut
$256K -$41.1K -392 -14%
GWSG
403
GPS Wealth Strategies Group
Colorado
$255K +$105 +1 +0%
WDL
404
Well Done LLC
Michigan
$254K
BFA
405
Brown Financial Advisors
Ohio
$246K
ZAM
406
Zevin Asset Management
Massachusetts
$243K
M&T Bank
407
M&T Bank
New York
$243K
GRP
408
Global Retirement Partners
California
$242K +$44.9K +428 +24%
CIA
409
Concurrent Investment Advisors
Florida
$242K +$9.02K +86 +4%
WCG
410
Weaver Consulting Group
California
$242K -$6.29K -60 -3%
EFG
411
Erickson Financial Group
Pennsylvania
$239K +$230K +2,195 New
PSC
412
Prentiss Smith & Co
Vermont
$236K
TWA
413
Talisman Wealth Advisors
New Jersey
$234K +$19.5K +186 +9%
PS
414
Principal Securities
Iowa
$234K -$22.6K -216 -9%
SG
415
StoneX Group
New York
$233K +$225K +2,145 New
WP
416
Wealthspan Partners
Iowa
$233K +$524 +5 +0.2%
SHWM
417
Smith & Howard Wealth Management
Georgia
$231K -$3.88K -37 -2%
CFG
418
Copley Financial Group
California
$229K +$221K +2,109 New
OPA
419
Old Port Advisors
Maine
$229K
EWA
420
Emergent Wealth Advisors
New York
$227K +$839 +8 +0.4%
TW
421
TritonPoint Wealth
Maryland
$227K +$219K +2,090 New
HR
422
Howe & Rusling
New York
$226K +$524 +5 +0.2%
CAAS
423
Capital Asset Advisory Services
Michigan
$225K +$218K +2,076 New
GIA
424
Gladstone Institutional Advisory
Florida
$225K +$217K +2,069 New
UL
425
Unionview LLC
Washington
$225K +$734 +7 +0.3%