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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCIIS
426
TIAA-CREF Individual & Institutional Services
New York
$362K -$22.6K -165 -6%
UWM
427
Urban Wealth Management
California
$358K -$14.4K -105 -4%
AF
428
ASL Financial
California
$356K – – –
JIC
429
Johnson Investment Counsel
Ohio
$356K – – –
RDFA
430
Ritter Daniher Financial Advisory
Ohio
$356K – – –
TRCT
431
Tower Research Capital (TRC)
New York
$350K -$215K -1,569 -39%
BFA
432
Beacon Financial Advisory
Ohio
$348K -$39.7K -290 -11%
BlackRock
433
BlackRock
New York
$347K -$1.65K -12 -0.5%
DI
434
DDFG Inc
California
$345K -$6.3K -46 -2%
LWCFA
435
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$342K – – –
SWP
436
Stratos Wealth Partners
Ohio
$341K +$9.46K +69 +3%
PSCM
437
Per Stirling Capital Management
Texas
$339K +$685 +5 +0.2%
BCM
438
Blume Capital Management
California
$335K – – –
TPA
439
Trivium Point Advisory
Connecticut
$331K +$318K +2,323 New
APFP
440
Action Point Financial Planning
Michigan
$330K +$318K +2,317 New
PA
441
Pinnacle Associates
New York
$326K -$1.23K -9 -0.4%
RF
442
Rossby Financial
Florida
$323K +$14K +102 +5%
NCTC
443
New Covenant Trust Company
Indiana
$321K – – –
EI
444
Ethic Inc
New York
$320K +$308K +2,246 New
FPH
445
Financial Planning Hawaii
Hawaii
$318K – – –
M&T Bank
446
M&T Bank
New York
$318K – – –
KIM
447
Kestra Investment Management
Texas
$314K +$5.07K +37 +2%
CFS
448
CRA Financial Services
New Jersey
$312K – – –
EPW
449
Endeavor Private Wealth
Kansas
$311K -$18.5K -135 -6%
PSC
450
Prentiss Smith & Co
Vermont
$309K – – –