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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
501
Ancora Advisors
Ohio
$134K
Bessemer Group
502
Bessemer Group
New Jersey
$131K
HNB
503
Huntington National Bank
Ohio
$127K
FP
504
Financial Perspectives
Minnesota
$125K +$213 +2 +0.2%
PP
505
PrairieView Partners
Minnesota
$120K
GWANC
506
Guardian Wealth Advisors (North Carolina)
North Carolina
$116K -$2.56K -24 -2%
ME
507
McIlrath & Eck
Washington
$115K -$22.3K -209 -17%
PAI
508
Pittenger & Anderson Inc
Nebraska
$114K
DFA
509
DHJJ Financial Advisors
Illinois
$112K +$55.8K +524 +120%
BA
510
Bristlecone Advisors
Washington
$99.3K
ATC
511
Adirondack Trust Company
New York
$92.8K
AUB
512
Atlantic Union Bankshares
Virginia
$81.3K +$74.5K +700 New
CA
513
Clearstead Advisors
Ohio
$73.1K
PTC
514
Private Trust Company
Ohio
$70.4K -$11.6K -109 -15%
OLVIG
515
Oliver Lagore Vanvalin Investment Group
Michigan
$66.2K +$68.8K +646 New
FWP
516
FAS Wealth Partners
Kansas
$63.1K +$106 +1 +0.2%
PA
517
Parallel Advisors
California
$59.7K
BONH
518
Bank of New Hampshire
New Hampshire
$59.2K
IA
519
IFP Advisors
Florida
$59.2K -$80.5K -756 -60%
CTA
520
Colonial Trust Advisors
South Carolina
$58.1K
SL
521
Salomon & Ludwin
Virginia
$55.3K
MFT
522
Moisand Fitzgerald Tamayo
Florida
$53.7K -$106 -1 -0.2%
AG
523
AmeriFlex Group
Nevada
$53.6K -$5.75K -54 -10%
LFG
524
Larson Financial Group
Missouri
$49K +$15.7K +147 +53%
ADL
525
Asset Dedication LLC
California
$48.4K -$71.1K -668 -62%