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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
551
Migdal Insurance & Financial Holdings
Israel
$15K – – –
CTWM
552
Cherry Tree Wealth Management
Minnesota
$11.2K – – –
FCMT
553
Founders Capital Management (Texas)
Texas
$10.3K – – –
GIM
554
Glenmede Investment Management
Pennsylvania
$8.71K +$7.99K +75 New
1NWS
555
1 North Wealth Services
Maryland
$6.39K – – –
TIM
556
Tortoise Investment Management
New York
$5.23K – – –
Qube Research & Technologies (QRT)
557
Qube Research & Technologies (QRT)
United Kingdom
$3.6K -$40.7K -382 -92%
TAM
558
Tucker Asset Management
Colorado
$2.32K – – –
Russell Investments Group
559
Russell Investments Group
United Kingdom
$1.86K -$3.51K -33 -67%
ACA
560
American Capital Advisory
Idaho
$1.05K – – –
TFGT
561
TS Financial Group (TSFG)
Illinois
$1K – – –
SWP
562
Strategic Wealth Partners
Ohio
$186 +$213 +2 New
CYG
563
Clean Yield Group
Vermont
$6 -$37.8K -355 Closed
PA
564
PFG Advisors
Arizona
– -$1.94M -18,944 Closed
WF
565
WoodTrust Financial
Wisconsin
– -$1.23M -12,018 Closed
TC
566
TownSquare Capital
Utah
– -$1.22M -11,935 Closed
FIA
567
Foundations Investment Advisors
Arizona
– -$950K -9,279 Closed
ZF
568
Zhang Financial
Michigan
– -$722K -7,054 Closed
FCI
569
Financial Counselors Inc
Kansas
– -$627K -6,118 Closed
GCP
570
GSA Capital Partners
United Kingdom
– -$419K -4,092 Closed
ACG
571
Allen Capital Group
Nebraska
– -$418K -4,081 Closed
TVAMP
572
Tennessee Valley Asset Management Partners
Tennessee
– -$406K -3,960 Closed
AG
573
AlTi Global
New York
– -$381K -3,725 Closed
SG
574
StoneX Group
New York
– -$360K -3,515 Closed
SW
575
Simplicity Wealth
New Jersey
– -$242K -2,368 Closed