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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZAM
526
Zevin Asset Management
Massachusetts
$219K +$210K +1,535 New
LEA
527
Legacy Edge Advisors
New York
$215K +$207K +1,512 New
AFP
528
Ausdal Financial Partners
Iowa
$215K +$207K +1,507 New
FCM
529
Firestone Capital Management
Florida
$214K +$206K +1,506 New
ISFAN
530
Investor's Fiduciary Advisor Network
Washington
$213K -$2.16M -15,737 -91%
FFP
531
FourThought Financial Partners
Florida
$213K +$205K +1,493 New
BIAS
532
Beacon Investment Advisory Services
New Jersey
$212K +$411 +3 +0.2%
CWI
533
Conscious Wealth Investments
Florida
$211K +$205K +1,498 New
BOH
534
Bank of Hawaii
Hawaii
$210K +$202K +1,473 New
AA
535
Addison Advisors
Vermont
$209K -$340K -2,484 -63%
BFG
536
Baron Financial Group
New Jersey
$209K +$201K +1,465 New
LI
537
LVZ Inc
Michigan
$207K +$199K +1,453 New
OA
538
Oxbow Advisors
Texas
$206K +$198K +1,444 New
AMG
539
APS Management Group
California
$201K +$194K +1,414 New
CT
540
Clearstead Trust
Maine
$200K – – –
MA
541
MCF Advisors
Kentucky
$195K – – –
WIM
542
Westside Investment Management
California
$193K – – –
EA
543
Evolution Advisers
Virginia
$187K +$180K +1,314 New
JWA
544
JFS Wealth Advisors
Pennsylvania
$185K -$11K -80 -6%
TWIM
545
TIAA Wealth Investment Management
New York
$179K +$167K +1,215 +2,209%
PFBT
546
Parkside Financial Bank & Trust
Missouri
$175K – – –
RL
547
Rogco LP
Oklahoma
$175K – – –
KBC Group
548
KBC Group
Belgium
$171K -$5.48K -40 -3%
CT
549
Caldwell Trust
Florida
$171K – – –
PRAG
550
Portfolio Resources Advisor Group
Florida
$169K +$25.6K +187 +19%