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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPH
451
Financial Planning Hawaii
Hawaii
$293K +$291K +2,275 New
NCTC
452
New Covenant Trust Company
Indiana
$291K
M&T Bank
453
M&T Bank
New York
$288K
CWP
454
Concord Wealth Partners
Virginia
$287K -$211K -1,651 -43%
CFS
455
CRA Financial Services
New Jersey
$283K
WDL
456
Well Done LLC
Michigan
$280K -$383 -3 -0.1%
PSC
457
Prentiss Smith & Co
Vermont
$279K
WCG
458
Weaver Consulting Group
California
$278K -$7.66K -60 -3%
F8IS
459
Figure 8 Investment Strategies
Idaho
$274K
HR
460
Howe & Rusling
New York
$272K +$639 +5 +0.2%
OPA
461
Old Port Advisors
Maine
$272K +$1.15K +9 +0.4%
GIA
462
Gladstone Institutional Advisory
Florida
$269K +$511 +4 +0.2%
TW
463
TritonPoint Wealth
Maryland
$269K
EWM
464
Elmwood Wealth Management
California
$267K +$265K +2,074 New
REMPR
465
Roof Eidam Maycock Peralta (REMP)
California
$264K
First Trust Advisors
466
First Trust Advisors
Illinois
$263K -$8.3K -65 -3%
RWP
467
Ridgecrest Wealth Partners
California
$263K
CRC
468
Curi RMB Capital
Illinois
$262K
GSEP
469
Golden State Equity Partners
California
$262K +$41.3K +323 +19%
VHAM
470
Van Hulzen Asset Management
California
$260K -$766 -6 -0.3%
WI
471
WrapManager Inc
California
$260K -$2.43K -19 -0.9%
PIA
472
Panoramic Investment Advisors
Colorado
$258K -$1.41K -11 -0.5%
EW
473
Evoke Wealth
California
$258K
4FG
474
4Thought Financial Group
New York
$258K -$10.7K -84 -4%
BS
475
Banco Santander
Spain
$258K