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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
501
Elevation Wealth Partners
California
$15.6K – – –
BA
502
Ballast Advisors
Minnesota
$14.2K – – –
EWM
503
Evermay Wealth Management
Virginia
$13.5K – – –
RIA
504
Realta Investment Advisors
Delaware
$10.8K – – –
FCA
505
FinTrust Capital Advisors
South Carolina
$10.8K +$6K +60 +136%
IAIM
506
International Assets Investment Management
Florida
$9.66K +$9.3K +93 New
FCMT
507
Founders Capital Management (Texas)
Texas
$9.24K +$8.9K +89 New
ATPW
508
Ashton Thomas Private Wealth
Arizona
$9.14K +$8.8K +88 New
TFA
509
Toth Financial Advisory
Virginia
$8.83K – – –
GT
510
Glenmede Trust
Pennsylvania
$7.79K +$7.5K +75 New
HDIM
511
Hanson & Doremus Investment Management
Vermont
$6K – – –
TIM
512
Tortoise Investment Management
New York
$4.67K – – –
KFS
513
Kelly Financial Services
Massachusetts
$4.61K +$700 +7 +19%
HCP
514
Hexagon Capital Partners
Arkansas
$4.15K – – –
MIM
515
Macroview Investment Management
Maryland
$4.1K – – –
AW
516
Avion Wealth
Texas
$4K +$3.9K +39 New
WIA
517
Wetzel Investment Advisors
Indiana
$3.73K – – –
ADL
518
Asset Dedication LLC
California
$3.43K -$1.2K -12 -27%
PPWM
519
PFG Private Wealth Management
Florida
$2.8K – – –
FFA
520
Frazier Financial Advisors
Ohio
$2.29K +$2.2K +22 New
TAM
521
Tucker Asset Management
Colorado
$2.08K +$2K +20 New
BTI
522
Blue Trust Inc
Georgia
$1.31K – – –
LNC
523
Lincoln National Corp
Pennsylvania
– -$6.85M -67,939 Closed
Citadel Advisors
524
Citadel Advisors
Florida
– -$2.9M -28,943 Closed
PBF
525
Petix & Botte Financial
California
– -$2.02M -20,050 Closed