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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPW
476
Endeavor Private Wealth
Kansas
$187K +$190K +1,697 New
MPCG
477
Matrix Private Capital Group
New York
$186K
SW
478
SoFi Wealth
California
$177K +$179K +1,604 New
KIM
479
Kestra Investment Management
Texas
$175K +$177K +1,586 New
GWM
480
Geneos Wealth Management
Colorado
$172K -$112 -1 -0.1%
FDCDDQ
481
Federation des caisses Desjardins du Quebec
Quebec, Canada
$171K -$27.9K -250 -14%
LWA
482
Lowe Wealth Advisors
Maryland
$153K
EPW
483
Evergreen Private Wealth
Colorado
$150K
WIM
484
Westside Investment Management
California
$149K
RA
485
Rise Advisors
New York
$146K +$447 +4 +0.3%
PAI
486
Pittenger & Anderson Inc
Nebraska
$136K
PTC
487
Private Trust Company
Ohio
$136K
PFBT
488
Parkside Financial Bank & Trust
Missouri
$136K
TCM
489
TD Capital Management
Tennessee
$135K -$782 -7 -0.6%
CT
490
Caldwell Trust
Florida
$132K
ME
491
McIlrath & Eck
Washington
$128K -$13.3K -119 -9%
AA
492
Ancora Advisors
Ohio
$127K
HNB
493
Huntington National Bank
Ohio
$121K
CAS
494
Coppell Advisory Solutions
Texas
$118K
PP
495
PrairieView Partners
Minnesota
$114K
CTWM
496
Cherry Tree Wealth Management
Minnesota
$114K -$35.3K -316 -23%
Citadel Advisors
497
Citadel Advisors
Florida
$113K +$114K +1,024 New
GWANC
498
Guardian Wealth Advisors (North Carolina)
North Carolina
$112K +$48.4K +433 +75%
EWM
499
EPG Wealth Management
Georgia
$110K
PGAM
500
Princeton Global Asset Management
New Jersey
$107K +$108K +967 New