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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KSB
526
Kennebec Savings Bank
Maine
$16.5K
CFO
527
CVA Family Office
Colorado
$16.2K
S
528
SignatureFD
Georgia
$15.6K
EWP
529
Elevation Wealth Partners
California
$15.4K
BA
530
Ballast Advisors
Minnesota
$14K
EWM
531
Evermay Wealth Management
Virginia
$13.3K
MIFH
532
Migdal Insurance & Financial Holdings
Israel
$13K
CTWM
533
Cherry Tree Wealth Management
Minnesota
$9.83K -$102K -938 -91%
FCMT
534
Founders Capital Management (Texas)
Texas
$9.11K
BIG
535
Brooklyn Investment Group
New York
$7.78K +$8.29K +76 New
GT
536
Glenmede Trust
Pennsylvania
$7.68K
1NWS
537
1 North Wealth Services
Maryland
$5.63K +$6K +55 New
Russell Investments Group
538
Russell Investments Group
United Kingdom
$5.02K -$15.3K -140 -74%
TIM
539
Tortoise Investment Management
New York
$4.61K
HCP
540
Hexagon Capital Partners
Arkansas
$4.1K
PPWM
541
PFG Private Wealth Management
Florida
$4.03K
DRP
542
Decker Retirement Planning
Utah
$2.46K
TAM
543
Tucker Asset Management
Colorado
$2.05K
TFGT
544
TS Financial Group (TSFG)
Illinois
$1K
ACA
545
American Capital Advisory
Idaho
$922 -$4.04K -37 -80%
KGP
546
Keystone Global Partners
Colorado
$102 +$109 +1 New
IAA
547
Independent Advisor Alliance
North Carolina
-$3.28M -29,743 Closed
FSA
548
Financial Services Advisory
Maryland
-$2.84M -25,764 Closed
SW
549
SVB Wealth
Massachusetts
-$1.72M -15,592 Closed
Northern Trust
550
Northern Trust
Illinois
-$1.44M -13,040 Closed