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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIS
426
Richmond Investment Services
Wisconsin
$291K -$30K -235 -9%
AWM
427
AE Wealth Management
Kansas
$289K -$95.4K -746 -24%
PSCM
428
Per Stirling Capital Management
Texas
$288K -$51.4K -402 -14%
MCM
429
MAI Capital Management
Ohio
$288K -$84.1K -658 -22%
BFA
430
Brown Financial Advisors
Ohio
$285K +$6.65K +52 +2%
BCM
431
Blume Capital Management
California
$285K
SWP
432
Stratos Wealth Partners
Ohio
$282K
EPW
433
Endeavor Private Wealth
Kansas
$281K +$85.8K +671 +41%
WS
434
Wedbush Securities
California
$281K -$25.3K -198 -8%
PA
435
Pinnacle Associates
New York
$279K
NS
436
Northland Securities
Minnesota
$278K
NCTC
437
New Covenant Trust Company
Indiana
$273K
FPH
438
Financial Planning Hawaii
Hawaii
$270K -$5.5K -43 -2%
M&T Bank
439
M&T Bank
New York
$270K
ONB
440
Old National Bancorp
Indiana
$267K -$23K -180 -8%
CWP
441
Concord Wealth Partners
Virginia
$266K -$4.09K -32 -1%
CFS
442
CRA Financial Services
New Jersey
$266K
RF
443
Rossby Financial
Florida
$265K +$43.1K +337 +18%
KIM
444
Kestra Investment Management
Texas
$263K -$24.9K -195 -8%
PSC
445
Prentiss Smith & Co
Vermont
$263K
WCG
446
Weaver Consulting Group
California
$262K
SFG
447
Snider Financial Group
Washington
$261K +$44.2K +346 +19%
HR
448
Howe & Rusling
New York
$257K +$1.15K +9 +0.4%
BBA
449
Braun-Bostich & Associates
Pennsylvania
$256K -$21.4K -167 -7%
GIA
450
Gladstone Institutional Advisory
Florida
$254K +$511 +4 +0.2%