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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
AllSquare Wealth Management
New York
$178K
ACA
427
Atlas Capital Advisors
Wyoming
$177K
GWM
428
Geneos Wealth Management
Colorado
$174K -$38.3K -400 -19%
LWA
429
Lowe Wealth Advisors
Maryland
$160K -$19.1K -200 -11%
GRP
430
Global Retirement Partners
California
$153K +$31.5K +329 +28%
AWM
431
Avior Wealth Management
Nebraska
$149K +$44.8K +468 +46%
Jones Financial Companies
432
Jones Financial Companies
Missouri
$142K +$19.3K +202 +17%
ME
433
McIlrath & Eck
Washington
$138K -$2.87K -30 -2%
EPW
434
Evergreen Private Wealth
Colorado
$138K +$23.5K +246 +22%
CTWM
435
Cherry Tree Wealth Management
Minnesota
$136K
RA
436
Rise Advisors
New York
$132K +$287 +3 +0.2%
NF
437
Norwood Financial
Pennsylvania
$131K
PAI
438
Pittenger & Anderson Inc
Nebraska
$125K
PTC
439
Private Trust Company
Ohio
$124K +$96 +1 +0.1%
PFBT
440
Parkside Financial Bank & Trust
Missouri
$124K
TCM
441
TD Capital Management
Tennessee
$123K -$4.21K -44 -3%
CT
442
Caldwell Trust
Florida
$121K
AA
443
Ancora Advisors
Ohio
$116K
TWC
444
TD Waterhouse Canada
Ontario, Canada
$110K +$44.9K +469 +84%
HNB
445
Huntington National Bank
Ohio
$110K
PP
446
PrairieView Partners
Minnesota
$105K
MPCG
447
Matrix Private Capital Group
New York
$103K
EWM
448
EPG Wealth Management
Georgia
$101K
PAM
449
Palisade Asset Management
Minnesota
$100K +$95.3K +996 New
PCMC
450
Private Capital Management (Colorado)
Colorado
$98.4K