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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
426
Howe & Rusling
New York
$265K +$725 +6 +0.3%
First Trust Advisors
427
First Trust Advisors
Illinois
$265K -$55.9K -462 -18%
OPA
428
Old Port Advisors
Maine
$265K
TW
429
TritonPoint Wealth
Maryland
$263K
4FG
430
4Thought Financial Group
New York
$263K -$11.5K -95 -4%
GIA
431
Gladstone Institutional Advisory
Florida
$263K +$484 +4 +0.2%
REMPR
432
Roof Eidam Maycock Peralta (REMP)
California
$258K
TWCA
433
Two West Capital Advisors
Kansas
$257K -$4.96K -41 -2%
RWP
434
Ridgecrest Wealth Partners
California
$257K
SHWM
435
Smith & Howard Wealth Management
Georgia
$257K
CRC
436
Curi RMB Capital
Illinois
$257K -$10.4K -86 -4%
WI
437
WrapManager Inc
California
$256K +$846 +7 +0.3%
AWM
438
Avior Wealth Management
Nebraska
$255K +$242 +2 +0.1%
VHAM
439
Van Hulzen Asset Management
California
$255K
PIA
440
Panoramic Investment Advisors
Colorado
$254K +$244K +2,016 New
SG
441
StoneX Group
New York
$254K +$244K +2,014 New
EW
442
Evoke Wealth
California
$253K
BS
443
Banco Santander
Spain
$252K
MIM
444
Marco Investment Management
Georgia
$252K
TFG
445
Tilson Financial Group
New Jersey
$252K
IWS
446
Insight Wealth Strategies
California
$247K -$7.13K -59 -3%
SAW
447
Signal Advisors Wealth
Michigan
$244K +$235K +1,940 New
DWG
448
Darden Wealth Group
Michigan
$240K
FCM
449
Firestone Capital Management
Florida
$240K
SP
450
Sequent Planning
Nebraska
$240K -$3.87K -32 -2%