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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
501
Clearstead Trust
Maine
$170K
JWA
502
JFS Wealth Advisors
Pennsylvania
$167K -$28.3K -221 -14%
MA
503
MCF Advisors
Kentucky
$166K +$175K +1,371 New
WIM
504
Westside Investment Management
California
$164K
KBC Group
505
KBC Group
Belgium
$150K -$228K -1,787 -59%
PFBT
506
Parkside Financial Bank & Trust
Missouri
$149K
RL
507
Rogco LP
Oklahoma
$149K -$853K -6,675 -84%
CT
508
Caldwell Trust
Florida
$145K
Bessemer Group
509
Bessemer Group
New Jersey
$145K -$87.2K -682 -36%
GWANC
510
Guardian Wealth Advisors (North Carolina)
North Carolina
$144K +$152K +1,186 New
TCM
511
TD Capital Management
Tennessee
$140K -$3.96K -31 -3%
AA
512
Ancora Advisors
Ohio
$139K
PGAM
513
Princeton Global Asset Management
New Jersey
$137K
HNB
514
Huntington National Bank
Ohio
$132K
FP
515
Financial Perspectives
Minnesota
$132K +$384 +3 +0.3%
TIAA Trust, National Association
516
TIAA Trust, National Association
North Carolina
$121K -$417K -3,264 -77%
PRAG
517
Portfolio Resources Advisor Group
Florida
$121K -$6.39K -50 -5%
DFA
518
DHJJ Financial Advisors
Illinois
$116K
AF
519
Abound Financial
California
$114K
TFA
520
Transamerica Financial Advisors
Florida
$110K +$5.63K +44 +5%
TPWA
521
Twin Peaks Wealth Advisors
California
$107K +$113K +883 New
SA
522
Scarborough Advisors
Maryland
$103K +$109K +850 New
PWA
523
Physician Wealth Advisors
Utah
$103K +$85.8K +671 +381%
CFD
524
Creative Financial Designs
Indiana
$91.7K +$3.2K +25 +3%
ADL
525
Asset Dedication LLC
California
$88.8K +$44.6K +349 +91%