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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
451
Federation des caisses Desjardins du Quebec
Quebec, Canada
$196K -$2.1K -20 -1%
AWM
452
AllSquare Wealth Management
New York
$192K
ACA
453
Atlas Capital Advisors
Wyoming
$191K
MPCG
454
Matrix Private Capital Group
New York
$184K +$70K +668 +65%
JWA
455
JFS Wealth Advisors
Pennsylvania
$183K -$31.3K -299 -15%
GWM
456
Geneos Wealth Management
Colorado
$170K +$4.3K +41 +3%
LWA
457
Lowe Wealth Advisors
Maryland
$151K -$21K -200 -13%
EPW
458
Evergreen Private Wealth
Colorado
$148K
WIM
459
Westside Investment Management
California
$147K -$51.9K -495 -27%
CTWM
460
Cherry Tree Wealth Management
Minnesota
$147K
RA
461
Rise Advisors
New York
$144K +$419 +4 +0.3%
ME
462
McIlrath & Eck
Washington
$139K -$5.14K -49 -4%
PAI
463
Pittenger & Anderson Inc
Nebraska
$134K
PTC
464
Private Trust Company
Ohio
$134K
PFBT
465
Parkside Financial Bank & Trust
Missouri
$134K
TCM
466
TD Capital Management
Tennessee
$134K +$210 +2 +0.2%
CT
467
Caldwell Trust
Florida
$131K
Kovitz Investment Group Partners
468
Kovitz Investment Group Partners
Illinois
$128K +$179K +1,711 +4%
AA
469
Ancora Advisors
Ohio
$125K
HNB
470
Huntington National Bank
Ohio
$119K
CAS
471
Coppell Advisory Solutions
Texas
$116K
PP
472
PrairieView Partners
Minnesota
$112K
EWM
473
EPG Wealth Management
Georgia
$109K +$105K +1,000 New
Bessemer Group
474
Bessemer Group
New Jersey
$102K
PW
475
Paladin Wealth
Minnesota
$96.2K +$92.7K +884 New