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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NS
451
Northland Securities
Minnesota
$296K +$293K +2,297 New
BBA
452
Braun-Bostich & Associates
Pennsylvania
$293K +$1.79K +14 +0.6%
FPH
453
Financial Planning Hawaii
Hawaii
$293K +$291K +2,275 New
NCTC
454
New Covenant Trust Company
Indiana
$291K – – –
M&T Bank
455
M&T Bank
New York
$288K – – –
CWP
456
Concord Wealth Partners
Virginia
$287K -$211K -1,651 -43%
CFS
457
CRA Financial Services
New Jersey
$283K – – –
WDL
458
Well Done LLC
Michigan
$280K -$383 -3 -0.1%
PSC
459
Prentiss Smith & Co
Vermont
$279K – – –
WCG
460
Weaver Consulting Group
California
$278K -$7.66K -60 -3%
F8IS
461
Figure 8 Investment Strategies
Idaho
$274K – – –
HR
462
Howe & Rusling
New York
$272K +$639 +5 +0.2%
OPA
463
Old Port Advisors
Maine
$272K +$1.15K +9 +0.4%
GIA
464
Gladstone Institutional Advisory
Florida
$269K +$511 +4 +0.2%
TW
465
TritonPoint Wealth
Maryland
$269K – – –
EWM
466
Elmwood Wealth Management
California
$267K +$265K +2,074 New
REMPR
467
Roof Eidam Maycock Peralta (REMP)
California
$264K – – –
First Trust Advisors
468
First Trust Advisors
Illinois
$263K -$8.3K -65 -3%
RWP
469
Ridgecrest Wealth Partners
California
$263K – – –
CRC
470
Curi RMB Capital
Illinois
$262K – – –
GSEP
471
Golden State Equity Partners
California
$262K +$41.3K +323 +19%
VHAM
472
Van Hulzen Asset Management
California
$260K -$766 -6 -0.3%
WI
473
WrapManager Inc
California
$260K -$2.43K -19 -0.9%
PIA
474
Panoramic Investment Advisors
Colorado
$258K -$1.41K -11 -0.5%
EW
475
Evoke Wealth
California
$258K – – –