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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WI
501
WrapManager Inc
California
$249K -$2.33K -17 -1%
FNWM
502
Financial Network Wealth Management
Utah
$249K – – –
REMPR
503
Roof Eidam Maycock Peralta (REMP)
California
$242K – – –
CWM
504
Centurion Wealth Management
Virginia
$240K -$163K -1,188 -41%
HCM
505
Hollencrest Capital Management
California
$237K – – –
Manulife (Manufacturers Life Insurance)
506
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$236K +$228K +1,660 New
CAWM
507
Capital Advisors Wealth Management
Washington
$236K +$137 +1 +0.1%
NS
508
Northland Securities
Minnesota
$235K -$89.1K -650 -28%
VAS
509
Vestmark Advisory Solutions
Massachusetts
$234K +$225K +1,644 New
SG
510
StoneX Group
New York
$234K -$203K -1,479 -47%
HCM
511
Howland Capital Management
Massachusetts
$232K +$223K +1,630 New
CIBC World Market
512
CIBC World Market
Ontario, Canada
$232K -$14.4K -105 -6%
Russell Investments Group
513
Russell Investments Group
United Kingdom
$232K +$220K +1,608 +8,040%
BPW
514
BLVD Private Wealth
Kentucky
$231K +$222K +1,619 New
SP
515
Sequent Planning
Nebraska
$230K +$221K +1,614 New
CIAS
516
CFS Investment Advisory Services
New Jersey
$229K -$5.21K -38 -2%
FPW
517
Flagship Private Wealth
Massachusetts
$227K +$218K +1,592 New
1WM
518
1900 Wealth Management
Texas
$226K +$217K +1,584 New
LPAM
519
Lodestar Private Asset Management
California
$222K +$214K +1,560 New
HNH
520
Hopwood Nicholas Hunter
$222K -$41K -299 -16%
FDCDDQ
521
Federation des caisses Desjardins du Quebec
Quebec, Canada
$220K – – –
HP
522
Holistic Planning
Texas
$220K -$63K -460 -23%
MPCG
523
Matrix Private Capital Group
New York
$219K -$13.7K -100 -6%
AQR Capital Management
524
AQR Capital Management
Connecticut
$219K +$211K +1,540 New
CWM
525
Curtis Wealth Management
Nevada
$219K +$211K +1,538 New