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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
451
EverSource Wealth Advisors
Alabama
$96.4K
OLVIG
452
Oliver Lagore Vanvalin Investment Group
Michigan
$93.8K -$1.15K -12 -1%
MAWCM
453
Mine & Arao Wealth Creation & Management
California
$83.3K +$191 +2 +0.2%
Bessemer Group
454
Bessemer Group
New Jersey
$81K
FP
455
Financial Perspectives
Minnesota
$79.7K +$96 +1 +0.1%
LFA
456
LGT Financial Advisors
Texas
$78.2K +$191 +2 +0.3%
IGWM
457
ICA Group Wealth Management
Colorado
$77.4K +$2.68K +28 +4%
SSB
458
Sandy Spring Bank
Maryland
$70.6K
ATC
459
Adirondack Trust Company
New York
$69.6K
CA
460
Clearstead Advisors
Ohio
$68.6K -$112K -1,166 -63%
GWANC
461
Guardian Wealth Advisors (North Carolina)
North Carolina
$58.5K
FWP
462
FAS Wealth Partners
Kansas
$55.3K +$9.47K +99 +22%
MFT
463
Moisand Fitzgerald Tamayo
Florida
$54.3K -$96 -1 -0.2%
BONH
464
Bank of New Hampshire
New Hampshire
$51.4K
BCPWM
465
Bradley & Co Private Wealth Management
Florida
$51K
CTA
466
Colonial Trust Advisors
South Carolina
$50.4K
IA
467
IFP Advisors
Florida
$48K -$11.4K -119 -20%
MIFH
468
Migdal Insurance & Financial Holdings
Israel
$47K
PA
469
Parallel Advisors
California
$46.4K +$39.2K +410 +820%
CP
470
Castleview Partners
Texas
$44.4K +$96 +1 +0.2%
DFA
471
DHJJ Financial Advisors
Illinois
$44K
FGAM
472
Financial Gravity Asset Management
Texas
$40.7K -$2.29M -23,930 -98%
RG
473
Retirement Group
California
$40.7K
BWP
474
Baldwin Wealth Partners
Massachusetts
$40.3K
QCG
475
Quadrant Capital Group
Ohio
$38.3K