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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
526
Hanson & Doremus Investment Management
Vermont
$18K – – –
KSB
527
Kennebec Savings Bank
Maine
$16.5K – – –
CFO
528
CVA Family Office
Colorado
$16.2K – – –
S
529
SignatureFD
Georgia
$15.6K – – –
EWP
530
Elevation Wealth Partners
California
$15.4K – – –
BA
531
Ballast Advisors
Minnesota
$14K – – –
EWM
532
Evermay Wealth Management
Virginia
$13.3K – – –
MIFH
533
Migdal Insurance & Financial Holdings
Israel
$13K – – –
CTWM
534
Cherry Tree Wealth Management
Minnesota
$9.83K -$102K -938 -91%
FCMT
535
Founders Capital Management (Texas)
Texas
$9.11K – – –
BIG
536
Brooklyn Investment Group
New York
$7.78K +$8.29K +76 New
GT
537
Glenmede Trust
Pennsylvania
$7.68K – – –
1NWS
538
1 North Wealth Services
Maryland
$5.63K +$6K +55 New
Russell Investments Group
539
Russell Investments Group
United Kingdom
$5.02K -$15.3K -140 -74%
TIM
540
Tortoise Investment Management
New York
$4.61K – – –
HCP
541
Hexagon Capital Partners
Arkansas
$4.1K – – –
PPWM
542
PFG Private Wealth Management
Florida
$4.03K – – –
DRP
543
Decker Retirement Planning
Utah
$2.46K – – –
TAM
544
Tucker Asset Management
Colorado
$2.05K – – –
TFGT
545
TS Financial Group (TSFG)
Illinois
$1K – – –
ACA
546
American Capital Advisory
Idaho
$922 -$4.04K -37 -80%
KGP
547
Keystone Global Partners
Colorado
$102 +$109 +1 New
IAA
548
Independent Advisor Alliance
North Carolina
– -$3.28M -29,743 Closed
FSA
549
Financial Services Advisory
Maryland
– -$2.84M -25,764 Closed
SW
550
SVB Wealth
Massachusetts
– -$1.72M -15,592 Closed