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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
451
Rossby Financial
Florida
$208K -$10.5K -96 -4%
VHAM
452
Van Hulzen Asset Management
California
$207K
KIM
453
Kestra Investment Management
Texas
$207K +$47.5K +435 +27%
EW
454
Evoke Wealth
California
$205K
TFG
455
Tilson Financial Group
New Jersey
$205K
BS
456
Banco Santander
Spain
$205K
MIM
457
Marco Investment Management
Georgia
$205K
IWS
458
Insight Wealth Strategies
California
$205K -$2.29K -21 -1%
First Trust Advisors
459
First Trust Advisors
Illinois
$202K +$982 +9 +0.5%
MCM
460
MAI Capital Management
Ohio
$195K +$20.8K +191 +11%
JWA
461
JFS Wealth Advisors
Pennsylvania
$189K +$9.38K +86 +5%
CCMI
462
Creative Capital Management Investments
California
$186K
AWM
463
AllSquare Wealth Management
New York
$181K
ST
464
Smithfield Trust
Pennsylvania
$180K -$10.5K -96 -5%
ACA
465
Atlas Capital Advisors
Wyoming
$180K
FNWM
466
Financial Network Wealth Management
Utah
$179K +$191K +1,750 New
LWCFA
467
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$175K
MPCG
468
Matrix Private Capital Group
New York
$173K
FDCDDQ
469
Federation des caisses Desjardins du Quebec
Quebec, Canada
$169K +$10.1K +93 +6%
CT
470
Clearstead Trust
Maine
$144K -$51.7K -474 -25%
LWA
471
Lowe Wealth Advisors
Maryland
$142K
EPW
472
Evergreen Private Wealth
Colorado
$139K -$327 -3 -0.2%
WIM
473
Westside Investment Management
California
$139K
RA
474
Rise Advisors
New York
$136K +$327 +3 +0.2%
IA
475
IFP Advisors
Florida
$130K +$86.2K +790 +166%