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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
476
Parkside Financial Bank & Trust
Missouri
$126K
CT
477
Caldwell Trust
Florida
$123K
ME
478
McIlrath & Eck
Washington
$123K +$4.36K +40 +3%
TCM
479
TD Capital Management
Tennessee
$120K -$5.13K -47 -4%
AA
480
Ancora Advisors
Ohio
$118K
Bessemer Group
481
Bessemer Group
New Jersey
$116K +$20.7K +190 +20%
HNB
482
Huntington National Bank
Ohio
$112K
ADL
483
Asset Dedication LLC
California
$111K +$115K +1,052 +3,188%
FP
484
Financial Perspectives
Minnesota
$110K +$30.7K +281 +35%
PGAM
485
Princeton Global Asset Management
New Jersey
$105K +$6.66K +61 +6%
GWANC
486
Guardian Wealth Advisors (North Carolina)
North Carolina
$105K +$1.42K +13 +1%
PP
487
PrairieView Partners
Minnesota
$105K
PAI
488
Pittenger & Anderson Inc
Nebraska
$101K -$27.3K -250 -20%
AF
489
Abound Financial
California
$96.7K +$103K +944 New
BA
490
Bristlecone Advisors
Washington
$87.6K
ATC
491
Adirondack Trust Company
New York
$81.8K +$2.07K +19 +2%
PTC
492
Private Trust Company
Ohio
$73.2K -$56.5K -518 -42%
SSB
493
Sandy Spring Bank
Maryland
$71.7K
CA
494
Clearstead Advisors
Ohio
$64.4K
SC
495
SouthState Corp
Florida
$63.8K +$68K +623 New
FWP
496
FAS Wealth Partners
Kansas
$55.5K -$1.2K -11 -2%
AG
497
AmeriFlex Group
Nevada
$53.4K +$5.02K +46 +10%
PA
498
Parallel Advisors
California
$52.6K -$1.64K -15 -3%
BONH
499
Bank of New Hampshire
New Hampshire
$52.2K
CTA
500
Colonial Trust Advisors
South Carolina
$51.2K