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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
501
Federation des caisses Desjardins du Quebec
Quebec, Canada
$188K – – –
BIAS
502
Beacon Investment Advisory Services
New Jersey
$180K +$190K +1,488 New
CT
503
Clearstead Trust
Maine
$170K – – –
JWA
504
JFS Wealth Advisors
Pennsylvania
$167K -$28.3K -221 -14%
MA
505
MCF Advisors
Kentucky
$166K +$175K +1,371 New
WIM
506
Westside Investment Management
California
$164K – – –
KBC Group
507
KBC Group
Belgium
$150K -$228K -1,787 -59%
PFBT
508
Parkside Financial Bank & Trust
Missouri
$149K – – –
RL
509
Rogco LP
Oklahoma
$149K -$853K -6,675 -84%
CT
510
Caldwell Trust
Florida
$145K – – –
Bessemer Group
511
Bessemer Group
New Jersey
$145K -$87.2K -682 -36%
GWANC
512
Guardian Wealth Advisors (North Carolina)
North Carolina
$144K +$152K +1,186 New
TCM
513
TD Capital Management
Tennessee
$140K -$3.96K -31 -3%
AA
514
Ancora Advisors
Ohio
$139K – – –
PGAM
515
Princeton Global Asset Management
New Jersey
$137K – – –
HNB
516
Huntington National Bank
Ohio
$132K – – –
FP
517
Financial Perspectives
Minnesota
$132K +$384 +3 +0.3%
TIAA Trust, National Association
518
TIAA Trust, National Association
North Carolina
$121K -$417K -3,264 -77%
PRAG
519
Portfolio Resources Advisor Group
Florida
$121K -$6.39K -50 -5%
DFA
520
DHJJ Financial Advisors
Illinois
$116K – – –
AF
521
Abound Financial
California
$114K – – –
TFA
522
Transamerica Financial Advisors
Florida
$110K +$5.63K +44 +5%
TPWA
523
Twin Peaks Wealth Advisors
California
$107K +$113K +883 New
SA
524
Scarborough Advisors
Maryland
$103K +$109K +850 New
PWA
525
Physician Wealth Advisors
Utah
$103K +$85.8K +671 +381%