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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
426
Rossby Financial
Florida
$237K +$240K +2,148 New
BG
427
Bahl & Gaynor
Ohio
$237K -$309K -2,762 -56%
MWM
428
Modern Wealth Management
Kansas
$236K +$239K +2,143 New
WP
429
Wealthspan Partners
Iowa
$236K +$559 +5 +0.2%
F8IS
430
Figure 8 Investment Strategies
Idaho
$234K +$238K +2,126 New
SHWM
431
Smith & Howard Wealth Management
Georgia
$234K
OPA
432
Old Port Advisors
Maine
$232K
TW
433
TritonPoint Wealth
Maryland
$230K
HR
434
Howe & Rusling
New York
$230K +$670 +6 +0.3%
GIA
435
Gladstone Institutional Advisory
Florida
$229K +$559 +5 +0.2%
UL
436
Unionview LLC
Washington
$229K +$670 +6 +0.3%
EWA
437
Emergent Wealth Advisors
New York
$228K -$2.68K -24 -1%
REMPR
438
Roof Eidam Maycock Peralta (REMP)
California
$226K
RWP
439
Ridgecrest Wealth Partners
California
$225K
AWM
440
Avior Wealth Management
Nebraska
$225K +$19.1K +171 +9%
VHAM
441
Van Hulzen Asset Management
California
$223K -$69.9K -626 -24%
IWS
442
Insight Wealth Strategies
California
$223K +$894 +8 +0.4%
EW
443
Evoke Wealth
California
$221K
BS
444
Banco Santander
Spain
$221K
MIM
445
Marco Investment Management
Georgia
$221K
TFG
446
Tilson Financial Group
New Jersey
$220K
HPFG
447
Hart & Patterson Financial Group
Massachusetts
$219K -$7.6K -68 -3%
CFG
448
Copley Financial Group
California
$219K -$14.2K -127 -6%
First Trust Advisors
449
First Trust Advisors
Illinois
$217K +$220K +1,966 New
GCP
450
GSA Capital Partners
United Kingdom
$216K -$154K -1,381 -41%