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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EW
426
Evoke Wealth
California
$208K
ST
427
Smithfield Trust
Pennsylvania
$208K -$6.7K -67 -3%
BS
428
Banco Santander
Spain
$208K
MIM
429
Marco Investment Management
Georgia
$208K
JWA
430
JFS Wealth Advisors
Pennsylvania
$205K +$8.9K +89 +5%
TWA
431
Talisman Wealth Advisors
New Jersey
$204K +$197K +1,965 New
BFG
432
Baron Financial Group
New Jersey
$201K -$17K -170 -8%
HFA
433
High Falls Advisors
New York
$200K +$193K +1,928 New
CT
434
Clearstead Trust
Maine
$195K
WIM
435
Westside Investment Management
California
$192K
FDCDDQ
436
Federation des caisses Desjardins du Quebec
Quebec, Canada
$190K -$6.5K -65 -3%
CCMI
437
Creative Capital Management Investments
California
$189K
GRP
438
Global Retirement Partners
California
$187K +$27.8K +278 +18%
AWM
439
AllSquare Wealth Management
New York
$184K
Jones Financial Companies
440
Jones Financial Companies
Missouri
$183K +$35.4K +354 +25%
ACA
441
Atlas Capital Advisors
Wyoming
$182K
LWA
442
Lowe Wealth Advisors
Maryland
$165K
GWM
443
Geneos Wealth Management
Colorado
$158K -$20K -200 -12%
EPW
444
Evergreen Private Wealth
Colorado
$141K -$600 -6 -0.4%
CTWM
445
Cherry Tree Wealth Management
Minnesota
$140K
WFS
446
Widmann Financial Services
Maryland
$138K +$133K +1,330 New
ME
447
McIlrath & Eck
Washington
$138K -$4K -40 -3%
RA
448
Rise Advisors
New York
$137K +$300 +3 +0.2%
PAI
449
Pittenger & Anderson Inc
Nebraska
$128K
PTC
450
Private Trust Company
Ohio
$128K +$100 +1 +0.1%