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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
476
Marco Investment Management
Georgia
$258K
TFG
477
Tilson Financial Group
New Jersey
$257K
Millennium Management
478
Millennium Management
New York
$257K +$255K +1,996 New
SHWM
479
Smith & Howard Wealth Management
Georgia
$256K -$6.9K -54 -3%
KIA
480
Koenig Investment Advisory
Oregon
$255K +$252K +1,975 New
HNH
481
Hopwood Nicholas Hunter
$255K +$253K +1,980 New
CFG
482
Compton Financial Group
Maryland
$254K +$252K +1,970 New
TWCA
483
Two West Capital Advisors
Kansas
$253K -$5.62K -44 -2%
VPW
484
Vericrest Private Wealth
Pennsylvania
$252K +$250K +1,954 New
IWS
485
Insight Wealth Strategies
California
$251K -$1.41K -11 -0.6%
AWM
486
Avior Wealth Management
Nebraska
$251K -$10.3K -81 -4%
DWG
487
Darden Wealth Group
Michigan
$246K
VBFP
488
Valtinson Bruner Financial Planning
Minnesota
$243K -$80.3K -629 -25%
CWM
489
Curtis Wealth Management
Nevada
$242K +$235K +1,841 New
Bessemer Group
490
Bessemer Group
New Jersey
$242K +$96.1K +752 +67%
JF
491
JSF Financial
California
$242K +$383 +3 +0.2%
CPW
492
Cove Private Wealth
New York
$240K
FFC
493
Frederick Financial Consultants
Maryland
$240K
CA
494
Capital Advantage
California
$240K -$41.3K -323 -15%
SFS
495
Sunrise Financial Services
Washington
$239K +$237K +1,859 New
HP
496
Holistic Planning
Texas
$238K +$236K +1,845 New
RF
497
Rossby Financial
Florida
$236K
SC
498
Savant Capital
Illinois
$235K -$4.6K -36 -2%
DT
499
Diversified Trust
Tennessee
$235K
CIBC World Market
500
CIBC World Market
Ontario, Canada
$234K