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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
451
Oliver Lagore Vanvalin Investment Group
Michigan
$93.8K -$1.15K -12 -1%
MAWCM
452
Mine & Arao Wealth Creation & Management
California
$83.3K +$191 +2 +0.2%
Bessemer Group
453
Bessemer Group
New Jersey
$81K – – –
FP
454
Financial Perspectives
Minnesota
$79.7K +$96 +1 +0.1%
LFA
455
LGT Financial Advisors
Texas
$78.2K +$191 +2 +0.3%
IGWM
456
ICA Group Wealth Management
Colorado
$77.4K +$2.68K +28 +4%
SSB
457
Sandy Spring Bank
Maryland
$70.6K – – –
ATC
458
Adirondack Trust Company
New York
$69.6K – – –
CA
459
Clearstead Advisors
Ohio
$68.6K -$112K -1,166 -63%
GWANC
460
Guardian Wealth Advisors (North Carolina)
North Carolina
$58.5K – – –
FWP
461
FAS Wealth Partners
Kansas
$55.3K +$9.47K +99 +22%
MFT
462
Moisand Fitzgerald Tamayo
Florida
$54.3K -$96 -1 -0.2%
BONH
463
Bank of New Hampshire
New Hampshire
$51.4K – – –
BCPWM
464
Bradley & Co Private Wealth Management
Florida
$51K – – –
CTA
465
Colonial Trust Advisors
South Carolina
$50.4K – – –
IA
466
IFP Advisors
Florida
$48K -$11.4K -119 -20%
MIFH
467
Migdal Insurance & Financial Holdings
Israel
$47K – – –
PA
468
Parallel Advisors
California
$46.4K +$39.2K +410 +820%
CP
469
Castleview Partners
Texas
$44.4K +$96 +1 +0.2%
DFA
470
DHJJ Financial Advisors
Illinois
$44K – – –
RG
471
Retirement Group
California
$40.7K – – –
BWP
472
Baldwin Wealth Partners
Massachusetts
$40.3K – – –
QCG
473
Quadrant Capital Group
Ohio
$38.3K – – –
LJHT
474
Laurie J. Hall Trustee
$35K -$38.3K -400 -53%
Qube Research & Technologies (QRT)
475
Qube Research & Technologies (QRT)
United Kingdom
$34.1K -$82.5K -863 -72%