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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
476
Van Hulzen Asset Management
California
$273K – – –
DWG
477
Darden Wealth Group
Michigan
$272K +$137 +1 +0.1%
ST
478
Smithfield Trust
Pennsylvania
$270K -$3.56K -26 -1%
4FG
479
4Thought Financial Group
New York
$270K -$22.9K -167 -8%
TW
480
TritonPoint Wealth
Maryland
$269K -$27.4K -200 -10%
TP
481
TritonPoint Partners
Maryland
$269K +$259K +1,890 New
CPW
482
Cove Private Wealth
New York
$266K – – –
FFC
483
Frederick Financial Consultants
Maryland
$265K – – –
WS
484
Wedbush Securities
California
$265K -$62.9K -459 -20%
SHWM
485
Smith & Howard Wealth Management
Georgia
$265K -$12.2K -89 -5%
VW
486
Vantus Wealth
Pennsylvania
$265K +$255K +1,859 New
CA
487
Capital Advantage
California
$264K -$548 -4 -0.2%
SC
488
Savant Capital
Illinois
$264K – – –
CCMI
489
Creative Capital Management Investments
California
$259K – – –
MA
490
Mutual Advisors
Nebraska
$259K +$9.59K +70 +4%
AIM
491
Advyzon Investment Management
Illinois
$256K – – –
CCM
492
Colorado Capital Management
Colorado
$256K – – –
VBFP
493
Valtinson Bruner Financial Planning
Minnesota
$256K -$2.06K -15 -0.8%
DT
494
Diversified Trust
Tennessee
$255K – – –
TFA
495
Transamerica Financial Advisors
Florida
$255K +$120K +877 +96%
Legacy Financial Group (Iowa)
496
Legacy Financial Group (Iowa)
Iowa
$253K +$244K +1,777 New
WF
497
Williams Financial
Vermont
$252K +$242K +1,768 New
BW
498
Basepoint Wealth
Iowa
$251K +$137 +1 +0.1%
GF
499
GTS Financial
Minnesota
$251K -$6.17K -45 -2%
SAM
500
Smartleaf Asset Management
Massachusetts
$250K – – –