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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
476
TritonPoint Wealth
Maryland
$269K -$27.4K -200 -10%
TP
477
TritonPoint Partners
Maryland
$269K +$259K +1,890 New
CPW
478
Cove Private Wealth
New York
$266K
FFC
479
Frederick Financial Consultants
Maryland
$265K
WS
480
Wedbush Securities
California
$265K -$62.9K -459 -20%
SHWM
481
Smith & Howard Wealth Management
Georgia
$265K -$12.2K -89 -5%
VW
482
Vantus Wealth
Pennsylvania
$265K +$255K +1,859 New
CA
483
Capital Advantage
California
$264K -$548 -4 -0.2%
SC
484
Savant Capital
Illinois
$264K
CCMI
485
Creative Capital Management Investments
California
$259K
MA
486
Mutual Advisors
Nebraska
$259K +$9.59K +70 +4%
AIM
487
Advyzon Investment Management
Illinois
$256K
CCM
488
Colorado Capital Management
Colorado
$256K
VBFP
489
Valtinson Bruner Financial Planning
Minnesota
$256K -$2.06K -15 -0.8%
DT
490
Diversified Trust
Tennessee
$255K
TFA
491
Transamerica Financial Advisors
Florida
$255K +$120K +877 +96%
Legacy Financial Group (Iowa)
492
Legacy Financial Group (Iowa)
Iowa
$253K +$244K +1,777 New
WF
493
Williams Financial
Vermont
$252K +$242K +1,768 New
BW
494
Basepoint Wealth
Iowa
$251K +$137 +1 +0.1%
GF
495
GTS Financial
Minnesota
$251K -$6.17K -45 -2%
SAM
496
Smartleaf Asset Management
Massachusetts
$250K
WI
497
WrapManager Inc
California
$249K -$2.33K -17 -1%
FNWM
498
Financial Network Wealth Management
Utah
$249K
REMPR
499
Roof Eidam Maycock Peralta (REMP)
California
$242K
CWM
500
Centurion Wealth Management
Virginia
$240K -$163K -1,188 -41%