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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
476
MAI Capital Management
Ohio
$189K +$191K +1,710 New
EPW
477
Endeavor Private Wealth
Kansas
$187K +$190K +1,697 New
MPCG
478
Matrix Private Capital Group
New York
$186K – – –
SW
479
SoFi Wealth
California
$177K +$179K +1,604 New
KIM
480
Kestra Investment Management
Texas
$175K +$177K +1,586 New
GWM
481
Geneos Wealth Management
Colorado
$172K -$112 -1 -0.1%
FDCDDQ
482
Federation des caisses Desjardins du Quebec
Quebec, Canada
$171K -$27.9K -250 -14%
LWA
483
Lowe Wealth Advisors
Maryland
$153K – – –
EPW
484
Evergreen Private Wealth
Colorado
$150K – – –
WIM
485
Westside Investment Management
California
$149K – – –
RA
486
Rise Advisors
New York
$146K +$447 +4 +0.3%
PAI
487
Pittenger & Anderson Inc
Nebraska
$136K – – –
PTC
488
Private Trust Company
Ohio
$136K – – –
PFBT
489
Parkside Financial Bank & Trust
Missouri
$136K – – –
TCM
490
TD Capital Management
Tennessee
$135K -$782 -7 -0.6%
CT
491
Caldwell Trust
Florida
$132K – – –
ME
492
McIlrath & Eck
Washington
$128K -$13.3K -119 -9%
AA
493
Ancora Advisors
Ohio
$127K – – –
HNB
494
Huntington National Bank
Ohio
$121K – – –
CAS
495
Coppell Advisory Solutions
Texas
$118K – – –
PP
496
PrairieView Partners
Minnesota
$114K – – –
CTWM
497
Cherry Tree Wealth Management
Minnesota
$114K -$35.3K -316 -23%
Citadel Advisors
498
Citadel Advisors
Florida
$113K +$114K +1,024 New
GWANC
499
Guardian Wealth Advisors (North Carolina)
North Carolina
$112K +$48.4K +433 +75%
EWM
500
EPG Wealth Management
Georgia
$110K – – –