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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
426
Coppell Advisory Solutions
Texas
$98.5K +$40.4K +476 +79%
FWM
427
Focused Wealth Management
New York
$96.4K +$85 +1 +0.1%
EWM
428
EPG Wealth Management
Georgia
$94.8K – – –
PP
429
PrairieView Partners
Minnesota
$94K – – –
MPCG
430
Matrix Private Capital Group
New York
$93.1K – – –
AWM
431
Avior Wealth Management
Nebraska
$92.1K -$119K -1,405 -58%
EWA
432
EverSource Wealth Advisors
Alabama
$91.2K +$12.5K +147 +17%
PCMC
433
Private Capital Management (Colorado)
Colorado
$88.9K +$12.2K +144 +17%
OLVIG
434
Oliver Lagore Vanvalin Investment Group
Michigan
$85.8K +$9.76K +115 +14%
MAWCM
435
Mine & Arao Wealth Creation & Management
California
$75K +$509 +6 +0.7%
Bessemer Group
436
Bessemer Group
New Jersey
$73K -$16.5K -195 -20%
FP
437
Financial Perspectives
Minnesota
$71.8K +$509 +6 +0.8%
LFA
438
LGT Financial Advisors
Texas
$70.4K +$509 +6 +0.8%
LJHT
439
Laurie J. Hall Trustee
$68K -$12.7K -150 -17%
IGWM
440
ICA Group Wealth Management
Colorado
$67.4K +$62.8K +740 New
ATC
441
Adirondack Trust Company
New York
$67.3K – – –
SSB
442
Sandy Spring Bank
Maryland
$63.7K +$20.4K +240 +52%
OP
443
ORG Partners
Indiana
$59.6K +$14.7K +173 +36%
BCM
444
Bourgeon Capital Management
Connecticut
$56.9K +$5.09K +60 +11%
TWC
445
TD Waterhouse Canada
Ontario, Canada
$54.4K -$22.9K -270 -33%
IA
446
IFP Advisors
Florida
$54.2K – – –
GWANC
447
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.8K – – –
BBHC
448
Brown Brothers Harriman & Co
New York
$52.1K – – –
MFT
449
Moisand Fitzgerald Tamayo
Florida
$49.2K -$1.27K -15 -3%
SA
450
Scarborough Advisors
Maryland
$47.4K +$44.2K +521 New