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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
526
StoneX Group
New York
$206K -$53K -415 -21%
JWA
527
JFS Wealth Advisors
Pennsylvania
$206K -$1.53K -12 -0.7%
BFG
528
Baron Financial Group
New Jersey
$202K +$200K +1,565 New
LPAM
529
Lodestar Private Asset Management
California
$200K +$198K +1,552 New
FDCDDQ
530
Federation des caisses Desjardins du Quebec
Quebec, Canada
$199K
CT
531
Clearstead Trust
Maine
$181K
WIM
532
Westside Investment Management
California
$175K
PFBT
533
Parkside Financial Bank & Trust
Missouri
$158K
EPW
534
Evergreen Private Wealth
Colorado
$157K -$17.2K -135 -10%
CT
535
Caldwell Trust
Florida
$155K
TCM
536
TD Capital Management
Tennessee
$152K +$255 +2 +0.2%
HCM
537
Hollencrest Capital Management
California
$151K
AA
538
Ancora Advisors
Ohio
$148K
PGAM
539
Princeton Global Asset Management
New Jersey
$146K -$4.6K -36 -3%
HNB
540
Huntington National Bank
Ohio
$141K
FP
541
Financial Perspectives
Minnesota
$140K +$383 +3 +0.3%
PRAG
542
Portfolio Resources Advisor Group
Florida
$135K +$134K +1,050 New
ST
543
Smithfield Trust
Pennsylvania
$132K -$3.07K -24 -2%
LFG
544
Larson Financial Group
Missouri
$124K +$74.7K +585 +155%
DFA
545
DHJJ Financial Advisors
Illinois
$124K
AF
546
Abound Financial
California
$122K +$121K +944 New
TFA
547
Transamerica Financial Advisors
Florida
$112K +$58K +454 +110%
BlackRock
548
BlackRock
New York
$102K -$619K -4,848 -86%
ATC
549
Adirondack Trust Company
New York
$94.6K -$8.3K -65 -8%
CFD
550
Creative Financial Designs
Indiana
$94.3K -$8.05K -63 -8%