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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
501
Hollencrest Capital Management
California
$237K
Manulife (Manufacturers Life Insurance)
502
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$236K +$228K +1,660 New
CAWM
503
Capital Advisors Wealth Management
Washington
$236K +$137 +1 +0.1%
NS
504
Northland Securities
Minnesota
$235K -$89.1K -650 -28%
VAS
505
Vestmark Advisory Solutions
Massachusetts
$234K +$225K +1,644 New
SG
506
StoneX Group
New York
$234K -$203K -1,479 -47%
HCM
507
Howland Capital Management
Massachusetts
$232K +$223K +1,630 New
CIBC World Market
508
CIBC World Market
Ontario, Canada
$232K -$14.4K -105 -6%
Russell Investments Group
509
Russell Investments Group
United Kingdom
$232K +$220K +1,608 +8,040%
BPW
510
BLVD Private Wealth
Kentucky
$231K +$222K +1,619 New
SP
511
Sequent Planning
Nebraska
$230K +$221K +1,614 New
CIAS
512
CFS Investment Advisory Services
New Jersey
$229K -$5.21K -38 -2%
FPW
513
Flagship Private Wealth
Massachusetts
$227K +$218K +1,592 New
1WM
514
1900 Wealth Management
Texas
$226K +$217K +1,584 New
LPAM
515
Lodestar Private Asset Management
California
$222K +$214K +1,560 New
HNH
516
Hopwood Nicholas Hunter
$222K -$41K -299 -16%
FDCDDQ
517
Federation des caisses Desjardins du Quebec
Quebec, Canada
$220K
HP
518
Holistic Planning
Texas
$220K -$63K -460 -23%
MPCG
519
Matrix Private Capital Group
New York
$219K -$13.7K -100 -6%
AQR Capital Management
520
AQR Capital Management
Connecticut
$219K +$211K +1,540 New
CWM
521
Curtis Wealth Management
Nevada
$219K +$211K +1,538 New
ZAM
522
Zevin Asset Management
Massachusetts
$219K +$210K +1,535 New
LEA
523
Legacy Edge Advisors
New York
$215K +$207K +1,512 New
AFP
524
Ausdal Financial Partners
Iowa
$215K +$207K +1,507 New
FCM
525
Firestone Capital Management
Florida
$214K +$206K +1,506 New