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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
426
Pinnacle Associates
New York
$265K +$1.17K +11 +0.5%
CFS
427
CRA Financial Services
New Jersey
$264K
NCTC
428
New Covenant Trust Company
Indiana
$261K +$240K +2,256 New
M&T Bank
429
M&T Bank
New York
$259K
WCG
430
Weaver Consulting Group
California
$258K
WDL
431
Well Done LLC
Michigan
$255K +$8.84K +83 +4%
4FG
432
4Thought Financial Group
New York
$253K +$9.48K +89 +4%
PSC
433
Prentiss Smith & Co
Vermont
$252K
MHC
434
May Hill Capital
Massachusetts
$248K
TWCA
435
Two West Capital Advisors
Kansas
$247K +$218K +2,049 New
F8IS
436
Figure 8 Investment Strategies
Idaho
$247K
CRC
437
Curi RMB Capital
Illinois
$247K +$226K +2,123 New
OPA
438
Old Port Advisors
Maine
$244K
HR
439
Howe & Rusling
New York
$244K +$958 +9 +0.4%
TW
440
TritonPoint Wealth
Maryland
$243K
GIA
441
Gladstone Institutional Advisory
Florida
$242K +$319 +3 +0.1%
CA
442
Capital Advantage
California
$242K -$132K -1,240 -37%
REMPR
443
Roof Eidam Maycock Peralta (REMP)
California
$238K
SHWM
444
Smith & Howard Wealth Management
Georgia
$237K -$4.26K -40 -2%
RWP
445
Ridgecrest Wealth Partners
California
$237K
WI
446
WrapManager Inc
California
$236K -$86.2K -809 -29%
VHAM
447
Van Hulzen Asset Management
California
$235K
AWM
448
Avior Wealth Management
Nebraska
$235K -$1.6K -15 -0.7%
IWS
449
Insight Wealth Strategies
California
$234K +$2.66K +25 +1%
ZAM
450
Zevin Asset Management
Massachusetts
$233K -$36.6K -344 -15%