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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
526
Dougherty Wealth Advisers
Minnesota
$44.2K – – –
SAM
527
Synergy Asset Management
Washington
$43.5K +$44.7K +400 New
QCG
528
Quadrant Capital Group
Ohio
$41.9K – – –
MWA
529
Medallion Wealth Advisors
Connecticut
$39.5K +$40K +358 New
T
530
Transce3nd
Texas
$38.5K +$39K +349 New
FLP
531
Financial Life Planners
Arizona
$38.4K +$38.9K +348 New
WCM
532
WealthTrak Capital Management
Virginia
$35.9K +$36.4K +326 New
AIC
533
Archer Investment Corporation
Indiana
$33.5K – – –
CAWM
534
Capital A Wealth Management
Pennsylvania
$33.3K +$33.7K +302 New
LFG
535
Larson Financial Group
Missouri
$30.2K +$112 +1 +0.4%
CTC
536
Central Trust Company
Missouri
$28K -$4.02K -36 -12%
EBA
537
Eagle Bay Advisors
New York
$27.1K – – –
HCM
538
Hollencrest Capital Management
California
$24.5K – – –
PA
539
PSI Advisors
Florida
$23.8K +$112 +1 +0.5%
CWM
540
Copia Wealth Management
Oregon
$23.2K +$23.5K +210 New
Russell Investments Group
541
Russell Investments Group
United Kingdom
$20.8K -$335 -3 -2%
PWA
542
Physician Wealth Advisors
Utah
$20.2K +$20.4K +183 New
HWA
543
Heritage Wealth Advisors
Virginia
$19.8K – – –
GFPC
544
Global Financial Private Client
Florida
$19.1K -$782 -7 -4%
HDIM
545
Hanson & Doremus Investment Management
Vermont
$19K +$13K +116 +211%
RA
546
Ransom Advisory
Rhode Island
$18.7K – – –
FFA
547
Fairfield Financial Advisors
Massachusetts
$17.6K -$4.47K -40 -20%
KSB
548
Kennebec Savings Bank
Maine
$17.6K – – –
CFO
549
CVA Family Office
Colorado
$17.4K – – –
LJHT
550
Laurie J. Hall Trustee
$17K -$11.2K -100 -40%