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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
551
Elevation Wealth Partners
California
$16.5K
BA
552
Ballast Advisors
Minnesota
$15.1K
EWM
553
Evermay Wealth Management
Virginia
$14.3K
MIFH
554
Migdal Insurance & Financial Holdings
Israel
$14K
JFG
555
JDM Financial Group
Texas
$12.8K +$13K +116 New
FCMT
556
Founders Capital Management (Texas)
Texas
$9.81K
GT
557
Glenmede Trust
Pennsylvania
$8.27K
SWM
558
Sugarloaf Wealth Management
Georgia
$7.94K -$208K -1,865 -96%
TFA
559
Toth Financial Advisory
Virginia
$5.51K -$2.23K -20 -29%
ACA
560
American Capital Advisory
Idaho
$5.07K +$5.14K +46 New
TIM
561
Tortoise Investment Management
New York
$4.96K
HCP
562
Hexagon Capital Partners
Arkansas
$4.41K
PPWM
563
PFG Private Wealth Management
Florida
$4.33K
ADL
564
Asset Dedication LLC
California
$3.64K
DRP
565
Decker Retirement Planning
Utah
$2.65K +$2.68K +24 New
FFA
566
Frazier Financial Advisors
Ohio
$2.45K
TAM
567
Tucker Asset Management
Colorado
$2.21K
TFGT
568
TS Financial Group (TSFG)
Illinois
$1K +$670 +6 New
WA
569
Win Advisors
Florida
-$2.76M -25,409 Closed
MFA
570
McClarren Financial Advisors
Pennsylvania
-$263K -21,443 Closed
Prudential Financial
571
Prudential Financial
New Jersey
-$2.29M -21,028 Closed
MIA
572
MainStreet Investment Advisors
Illinois
-$1.53M -14,078 Closed
MYIA
573
Mount Yale Investment Advisors
Colorado
-$585K -5,376 Closed
BRWA
574
B. Riley Wealth Advisors
Florida
-$560K -5,171 Closed
Marshall Wace
575
Marshall Wace
United Kingdom
-$345K -3,171 Closed