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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPW
476
BLVD Private Wealth
Kentucky
$209K +$200K +1,657 New
CAWM
477
Capital Advisors Wealth Management
Washington
$209K +$200K +1,656 New
PMG
478
ProVise Management Group
Florida
$208K +$200K +1,650 New
MPCG
479
Matrix Private Capital Group
New York
$207K
FPW
480
Flagship Private Wealth
Massachusetts
$206K -$33.5K -277 -14%
CSA
481
Cottage Street Advisors
Massachusetts
$206K +$197K +1,632 New
HCM
482
Howland Capital Management
Massachusetts
$205K +$197K +1,630 New
HFA
483
High Falls Advisors
New York
$205K +$197K +1,627 New
JWA
484
JFS Wealth Advisors
Pennsylvania
$203K -$14.8K -122 -7%
MHC
485
May Hill Capital
Massachusetts
$202K -$64.2K -531 -25%
FDCDDQ
486
Federation des caisses Desjardins du Quebec
Quebec, Canada
$195K -$12.1K -100 -6%
CT
487
Clearstead Trust
Maine
$177K
LWA
488
Lowe Wealth Advisors
Maryland
$175K
EPW
489
Evergreen Private Wealth
Colorado
$171K
WIM
490
Westside Investment Management
California
$171K
RA
491
Rise Advisors
New York
$168K +$363 +3 +0.2%
PS
492
Principal Securities
Iowa
$167K -$2.06K -17 -1%
PFBT
493
Parkside Financial Bank & Trust
Missouri
$155K
CT
494
Caldwell Trust
Florida
$151K
TCM
495
TD Capital Management
Tennessee
$149K +$242 +2 +0.2%
HCM
496
Hollencrest Capital Management
California
$147K
PGAM
497
Princeton Global Asset Management
New Jersey
$147K
GRP
498
Global Retirement Partners
California
$145K -$35.8K -296 -20%
AA
499
Ancora Advisors
Ohio
$145K
Bessemer Group
500
Bessemer Group
New Jersey
$142K