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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Claro Advisors
Massachusetts
$262K -$26.9K -257 -10%
CFS
402
CRA Financial Services
New Jersey
$262K – – –
JC
403
JB Capital
Connecticut
$256K -$41.1K -392 -14%
GWSG
404
GPS Wealth Strategies Group
Colorado
$255K +$105 +1 +0%
WDL
405
Well Done LLC
Michigan
$254K – – –
BFA
406
Brown Financial Advisors
Ohio
$246K – – –
ZAM
407
Zevin Asset Management
Massachusetts
$243K – – –
M&T Bank
408
M&T Bank
New York
$243K – – –
GRP
409
Global Retirement Partners
California
$242K +$44.9K +428 +24%
CIA
410
Concurrent Investment Advisors
Florida
$242K +$9.02K +86 +4%
WCG
411
Weaver Consulting Group
California
$242K -$6.29K -60 -3%
EFG
412
Erickson Financial Group
Pennsylvania
$239K +$230K +2,195 New
PSC
413
Prentiss Smith & Co
Vermont
$236K – – –
TWA
414
Talisman Wealth Advisors
New Jersey
$234K +$19.5K +186 +9%
PS
415
Principal Securities
Iowa
$234K -$22.6K -216 -9%
SG
416
StoneX Group
New York
$233K +$225K +2,145 New
WP
417
Wealthspan Partners
Iowa
$233K +$524 +5 +0.2%
SHWM
418
Smith & Howard Wealth Management
Georgia
$231K -$3.88K -37 -2%
CFG
419
Copley Financial Group
California
$229K +$221K +2,109 New
OPA
420
Old Port Advisors
Maine
$229K – – –
EWA
421
Emergent Wealth Advisors
New York
$227K +$839 +8 +0.4%
TW
422
TritonPoint Wealth
Maryland
$227K +$219K +2,090 New
HR
423
Howe & Rusling
New York
$226K +$524 +5 +0.2%
CAAS
424
Capital Asset Advisory Services
Michigan
$225K +$218K +2,076 New
GIA
425
Gladstone Institutional Advisory
Florida
$225K +$217K +2,069 New