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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FP
551
Financial Perspectives
Minnesota
$155K +$274 +2 +0.2%
FFA
552
Founders Financial Alliance
North Carolina
$148K +$142K +1,038 New
DFA
553
DHJJ Financial Advisors
Illinois
$137K
AF
554
Abound Financial
California
$134K
EWM
555
Evolution Wealth Management
Florida
$132K +$36.7K +268 +41%
PWA
556
Physician Wealth Advisors
Utah
$131K +$9.73K +71 +8%
LFG
557
Larson Financial Group
Missouri
$130K +$30.3K +221 +32%
PA
558
Parallel Advisors
California
$126K +$60.4K +441 +100%
IA
559
IFG Advisory
Georgia
$115K +$110K +806 New
TIAA Trust, National Association
560
TIAA Trust, National Association
North Carolina
$105K -$36.3K -265 -27%
IFWM
561
Institute for Wealth Management
Colorado
$105K +$101K +735 New
ADL
562
Asset Dedication LLC
California
$102K -$2.33K -17 -2%
GWS
563
Glassman Wealth Services
Virginia
$102K +$98K +715 New
AUB
564
Atlantic Union Bankshares
Virginia
$99.7K
HIA
565
Highland Investment Advisors
Florida
$93.7K +$90.2K +658 New
PAI
566
Pittenger & Anderson Inc
Nebraska
$91.8K
FA
567
Fedenia Advisers
Wisconsin
$91.8K +$88.4K +645 New
PTC
568
Private Trust Company
Ohio
$86.3K
CA
569
Clearstead Advisors
Ohio
$81.4K
FWP
570
FAS Wealth Partners
Kansas
$80.7K +$2.06K +15 +3%
SL
571
Salomon & Ludwin
Virginia
$76.9K
ATC
572
Adirondack Trust Company
New York
$76.7K
BONH
573
Bank of New Hampshire
New Hampshire
$72.6K
CTA
574
Colonial Trust Advisors
South Carolina
$71.2K
CFD
575
Creative Financial Designs
Indiana
$68.3K -$38K -277 -37%