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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
551
TD Capital Management
Tennessee
$164K +$274 +2 +0.2%
Bessemer Group
552
Bessemer Group
New Jersey
$164K -$6.71K -49 -4%
AA
553
Ancora Advisors
Ohio
$164K – – –
PGAM
554
Princeton Global Asset Management
New Jersey
$163K +$1.92K +14 +1%
HNB
555
Huntington National Bank
Ohio
$156K – – –
FP
556
Financial Perspectives
Minnesota
$155K +$274 +2 +0.2%
FFA
557
Founders Financial Alliance
North Carolina
$148K +$142K +1,038 New
DFA
558
DHJJ Financial Advisors
Illinois
$137K – – –
AF
559
Abound Financial
California
$134K – – –
EWM
560
Evolution Wealth Management
Florida
$132K +$36.7K +268 +41%
PWA
561
Physician Wealth Advisors
Utah
$131K +$9.73K +71 +8%
LFG
562
Larson Financial Group
Missouri
$130K +$30.3K +221 +32%
PA
563
Parallel Advisors
California
$126K +$60.4K +441 +100%
IA
564
IFG Advisory
Georgia
$115K +$110K +806 New
TIAA Trust, National Association
565
TIAA Trust, National Association
North Carolina
$105K -$36.3K -265 -27%
IFWM
566
Institute for Wealth Management
Colorado
$105K +$101K +735 New
ADL
567
Asset Dedication LLC
California
$102K -$2.33K -17 -2%
GWS
568
Glassman Wealth Services
Virginia
$102K +$98K +715 New
AUB
569
Atlantic Union Bankshares
Virginia
$99.7K – – –
HIA
570
Highland Investment Advisors
Florida
$93.7K +$90.2K +658 New
PAI
571
Pittenger & Anderson Inc
Nebraska
$91.8K – – –
FA
572
Fedenia Advisers
Wisconsin
$91.8K +$88.4K +645 New
PTC
573
Private Trust Company
Ohio
$86.3K – – –
CA
574
Clearstead Advisors
Ohio
$81.4K – – –
FWP
575
FAS Wealth Partners
Kansas
$80.7K +$2.06K +15 +3%