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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
476
CVA Family Office
Colorado
$14.4K +$13.4K +158 New
HF
477
Halpern Financial
Virginia
$14.3K -$5.09K -60 -27%
TFA
478
Toth Financial Advisory
Virginia
$13.2K
CTC
479
Central Trust Company
Missouri
$13.1K
BA
480
Ballast Advisors
Minnesota
$12.5K
EWP
481
Elevation Wealth Partners
California
$12.2K +$12.7K +150 New
AWM
482
Able Wealth Management
New Jersey
$12.1K +$11.3K +133 New
EWM
483
Evermay Wealth Management
Virginia
$11.8K
EBA
484
Eagle Bay Advisors
New York
$11.2K
PWMG
485
Private Wealth Management Group
New Jersey
$6.83K +$6.36K +75 New
BC
486
Barrett & Company
Rhode Island
$5.1K
PA
487
Parallel Advisors
California
$4.55K
TIM
488
Tortoise Investment Management
New York
$4.1K
ADL
489
Asset Dedication LLC
California
$4K
HCP
490
Hexagon Capital Partners
Arkansas
$3.64K
MIM
491
Macroview Investment Management
Maryland
$3.58K
KFS
492
Kelly Financial Services
Massachusetts
$3.39K -$9.93K -117 -76%
WIA
493
Wetzel Investment Advisors
Indiana
$3K +$3.14K +37 New
PPWM
494
PFG Private Wealth Management
Florida
$2.46K
FCA
495
FinTrust Capital Advisors
South Carolina
$2.19K
BTI
496
Blue Trust Inc
Georgia
$1K
TA
497
Trellis Advisors
Washington
-$2.96M -36,391 Closed
Two Sigma Investments
498
Two Sigma Investments
New York
-$2M -24,600 Closed
RA
499
RFG Advisory
Alabama
-$315K -3,868 Closed
WAOTB
500
Wealth Advisors of Tampa Bay
Florida
-$279K -3,428 Closed