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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
451
Creative Capital Management Investments
California
$198K – – –
FDCDDQ
452
Federation des caisses Desjardins du Quebec
Quebec, Canada
$196K -$2.1K -20 -1%
AWM
453
AllSquare Wealth Management
New York
$192K – – –
ACA
454
Atlas Capital Advisors
Wyoming
$191K – – –
MPCG
455
Matrix Private Capital Group
New York
$184K +$70K +668 +65%
JWA
456
JFS Wealth Advisors
Pennsylvania
$183K -$31.3K -299 -15%
GWM
457
Geneos Wealth Management
Colorado
$170K +$4.3K +41 +3%
LWA
458
Lowe Wealth Advisors
Maryland
$151K -$21K -200 -13%
EPW
459
Evergreen Private Wealth
Colorado
$148K – – –
WIM
460
Westside Investment Management
California
$147K -$51.9K -495 -27%
CTWM
461
Cherry Tree Wealth Management
Minnesota
$147K – – –
RA
462
Rise Advisors
New York
$144K +$419 +4 +0.3%
ME
463
McIlrath & Eck
Washington
$139K -$5.14K -49 -4%
PAI
464
Pittenger & Anderson Inc
Nebraska
$134K – – –
PTC
465
Private Trust Company
Ohio
$134K – – –
PFBT
466
Parkside Financial Bank & Trust
Missouri
$134K – – –
TCM
467
TD Capital Management
Tennessee
$134K +$210 +2 +0.2%
CT
468
Caldwell Trust
Florida
$131K – – –
Kovitz Investment Group Partners
469
Kovitz Investment Group Partners
Illinois
$128K +$179K +1,711 +4%
AA
470
Ancora Advisors
Ohio
$125K – – –
HNB
471
Huntington National Bank
Ohio
$119K – – –
CAS
472
Coppell Advisory Solutions
Texas
$116K – – –
PP
473
PrairieView Partners
Minnesota
$112K – – –
EWM
474
EPG Wealth Management
Georgia
$109K +$105K +1,000 New
Bessemer Group
475
Bessemer Group
New Jersey
$102K – – –