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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
426
Atlas Capital Advisors
Wyoming
$177K – – –
GWM
427
Geneos Wealth Management
Colorado
$174K -$38.3K -400 -19%
LWA
428
Lowe Wealth Advisors
Maryland
$160K -$19.1K -200 -11%
GRP
429
Global Retirement Partners
California
$153K +$31.5K +329 +28%
AWM
430
Avior Wealth Management
Nebraska
$149K +$44.8K +468 +46%
Jones Financial Companies
431
Jones Financial Companies
Missouri
$142K +$19.3K +202 +17%
ME
432
McIlrath & Eck
Washington
$138K -$2.87K -30 -2%
EPW
433
Evergreen Private Wealth
Colorado
$138K +$23.5K +246 +22%
CTWM
434
Cherry Tree Wealth Management
Minnesota
$136K – – –
RA
435
Rise Advisors
New York
$132K +$287 +3 +0.2%
NF
436
Norwood Financial
Pennsylvania
$131K – – –
PAI
437
Pittenger & Anderson Inc
Nebraska
$125K – – –
PTC
438
Private Trust Company
Ohio
$124K +$96 +1 +0.1%
PFBT
439
Parkside Financial Bank & Trust
Missouri
$124K – – –
TCM
440
TD Capital Management
Tennessee
$123K -$4.21K -44 -3%
CT
441
Caldwell Trust
Florida
$121K – – –
AA
442
Ancora Advisors
Ohio
$116K – – –
TWC
443
TD Waterhouse Canada
Ontario, Canada
$110K +$44.9K +469 +84%
HNB
444
Huntington National Bank
Ohio
$110K – – –
PP
445
PrairieView Partners
Minnesota
$105K – – –
MPCG
446
Matrix Private Capital Group
New York
$103K – – –
EWM
447
EPG Wealth Management
Georgia
$101K – – –
PAM
448
Palisade Asset Management
Minnesota
$100K +$95.3K +996 New
PCMC
449
Private Capital Management (Colorado)
Colorado
$98.4K – – –
EWA
450
EverSource Wealth Advisors
Alabama
$96.4K – – –