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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
F8IS
426
Figure 8 Investment Strategies
Idaho
$268K – – –
HR
427
Howe & Rusling
New York
$265K +$725 +6 +0.3%
First Trust Advisors
428
First Trust Advisors
Illinois
$265K -$55.9K -462 -18%
OPA
429
Old Port Advisors
Maine
$265K – – –
TW
430
TritonPoint Wealth
Maryland
$263K – – –
4FG
431
4Thought Financial Group
New York
$263K -$11.5K -95 -4%
GIA
432
Gladstone Institutional Advisory
Florida
$263K +$484 +4 +0.2%
REMPR
433
Roof Eidam Maycock Peralta (REMP)
California
$258K – – –
TWCA
434
Two West Capital Advisors
Kansas
$257K -$4.96K -41 -2%
RWP
435
Ridgecrest Wealth Partners
California
$257K – – –
SHWM
436
Smith & Howard Wealth Management
Georgia
$257K – – –
CRC
437
Curi RMB Capital
Illinois
$257K -$10.4K -86 -4%
WI
438
WrapManager Inc
California
$256K +$846 +7 +0.3%
AWM
439
Avior Wealth Management
Nebraska
$255K +$242 +2 +0.1%
VHAM
440
Van Hulzen Asset Management
California
$255K – – –
PIA
441
Panoramic Investment Advisors
Colorado
$254K +$244K +2,016 New
SG
442
StoneX Group
New York
$254K +$244K +2,014 New
EW
443
Evoke Wealth
California
$253K – – –
BS
444
Banco Santander
Spain
$252K – – –
MIM
445
Marco Investment Management
Georgia
$252K – – –
TFG
446
Tilson Financial Group
New Jersey
$252K – – –
IWS
447
Insight Wealth Strategies
California
$247K -$7.13K -59 -3%
SAW
448
Signal Advisors Wealth
Michigan
$244K +$235K +1,940 New
DWG
449
Darden Wealth Group
Michigan
$240K – – –
FCM
450
Firestone Capital Management
Florida
$240K – – –