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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPW
526
BLVD Private Wealth
Kentucky
$209K -$4.09K -32 -2%
SMF
527
Sterling Manor Financial
New York
$208K -$7.79K -61 -4%
SG
528
StoneX Group
New York
$206K -$53K -415 -21%
JWA
529
JFS Wealth Advisors
Pennsylvania
$206K -$1.53K -12 -0.7%
BFG
530
Baron Financial Group
New Jersey
$202K +$200K +1,565 New
LPAM
531
Lodestar Private Asset Management
California
$200K +$198K +1,552 New
FDCDDQ
532
Federation des caisses Desjardins du Quebec
Quebec, Canada
$199K – – –
CT
533
Clearstead Trust
Maine
$181K – – –
WIM
534
Westside Investment Management
California
$175K – – –
PFBT
535
Parkside Financial Bank & Trust
Missouri
$158K – – –
EPW
536
Evergreen Private Wealth
Colorado
$157K -$17.2K -135 -10%
CT
537
Caldwell Trust
Florida
$155K – – –
TCM
538
TD Capital Management
Tennessee
$152K +$255 +2 +0.2%
HCM
539
Hollencrest Capital Management
California
$151K – – –
AA
540
Ancora Advisors
Ohio
$148K – – –
PGAM
541
Princeton Global Asset Management
New Jersey
$146K -$4.6K -36 -3%
HNB
542
Huntington National Bank
Ohio
$141K – – –
FP
543
Financial Perspectives
Minnesota
$140K +$383 +3 +0.3%
PRAG
544
Portfolio Resources Advisor Group
Florida
$135K +$134K +1,050 New
ST
545
Smithfield Trust
Pennsylvania
$132K -$3.07K -24 -2%
LFG
546
Larson Financial Group
Missouri
$124K +$74.7K +585 +155%
DFA
547
DHJJ Financial Advisors
Illinois
$124K – – –
AF
548
Abound Financial
California
$122K +$121K +944 New
TFA
549
Transamerica Financial Advisors
Florida
$112K +$58K +454 +110%
BlackRock
550
BlackRock
New York
$102K -$619K -4,848 -86%