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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
451
Parkside Financial Bank & Trust
Missouri
$128K
TCM
452
TD Capital Management
Tennessee
$127K +$200 +2 +0.2%
CT
453
Caldwell Trust
Florida
$125K
Qube Research & Technologies (QRT)
454
Qube Research & Technologies (QRT)
United Kingdom
$120K +$81.7K +817 +242%
AA
455
Ancora Advisors
Ohio
$119K
HNB
456
Huntington National Bank
Ohio
$114K
CAS
457
Coppell Advisory Solutions
Texas
$111K +$107K +1,068 New
PP
458
PrairieView Partners
Minnesota
$107K
MPCG
459
Matrix Private Capital Group
New York
$106K
EWM
460
EPG Wealth Management
Georgia
$104K -$100K -1,000 Closed
Bessemer Group
461
Bessemer Group
New Jersey
$98K +$13.5K +135 +17%
OLVIG
462
Oliver Lagore Vanvalin Investment Group
Michigan
$92.7K -$3.7K -37 -4%
PCMC
463
Private Capital Management (Colorado)
Colorado
$89.6K -$11.3K -113 -12%
FP
464
Financial Perspectives
Minnesota
$82.3K +$200 +2 +0.3%
LFA
465
LGT Financial Advisors
Texas
$80.7K +$100 +1 +0.1%
SSB
466
Sandy Spring Bank
Maryland
$72.7K
CA
467
Clearstead Advisors
Ohio
$71.9K
ATC
468
Adirondack Trust Company
New York
$71.7K
MFS
469
Mattson Financial Services
Michigan
$63.8K +$61.4K +614 New
GWANC
470
Guardian Wealth Advisors (North Carolina)
North Carolina
$60.2K
FWP
471
FAS Wealth Partners
Kansas
$56.9K -$100 -1 -0.2%
MFT
472
Moisand Fitzgerald Tamayo
Florida
$56K
OP
473
ORG Partners
Indiana
$55.1K +$53K +530 New
TWC
474
TD Waterhouse Canada
Ontario, Canada
$53.9K -$51K -510 -50%
BONH
475
Bank of New Hampshire
New Hampshire
$53K