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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATC
551
Adirondack Trust Company
New York
$94.6K -$8.3K -65 -8%
CFD
552
Creative Financial Designs
Indiana
$94.3K -$8.05K -63 -8%
ME
553
McIlrath & Eck
Washington
$90.3K -$35.3K -276 -28%
AUB
554
Atlantic Union Bankshares
Virginia
$90.2K – – –
Qube Research & Technologies (QRT)
555
Qube Research & Technologies (QRT)
United Kingdom
$84.4K +$31.3K +245 +60%
EWM
556
Evolution Wealth Management
Florida
$83.9K +$32.7K +256 +65%
PAI
557
Pittenger & Anderson Inc
Nebraska
$83.1K -$43.4K -340 -35%
TCM
558
Triumph Capital Management
Colorado
$79K +$78.3K +613 New
PTC
559
Private Trust Company
Ohio
$78.1K – – –
CA
560
Clearstead Advisors
Ohio
$73.7K -$7.28K -57 -9%
FWP
561
FAS Wealth Partners
Kansas
$72.7K +$2.56K +20 +4%
GT
562
Glenmede Trust
Pennsylvania
$68.2K +$67.6K +529 New
BONH
563
Bank of New Hampshire
New Hampshire
$65.7K – – –
CTA
564
Colonial Trust Advisors
South Carolina
$64.4K – – –
PA
565
Parallel Advisors
California
$63.5K – – –
SL
566
Salomon & Ludwin
Virginia
$61.5K – – –
MFT
567
Moisand Fitzgerald Tamayo
Florida
$59.4K – – –
HFS
568
Hantz Financial Services
Michigan
$53K – – –
HIC
569
Hamrick Investment Counsel
Washington
$51.5K +$51.1K +400 New
ADL
570
Asset Dedication LLC
California
$49.5K – – –
DWA
571
Dougherty Wealth Advisers
Minnesota
$49.1K -$2.56K -20 -5%
QCG
572
Quadrant Capital Group
Ohio
$49K – – –
MWA
573
Medallion Wealth Advisors
Connecticut
$46.1K – – –
EB
574
Eastern Bank
Massachusetts
$45.9K – – –
GKWIM
575
Gerber Kawasaki Wealth & Investment Management
California
$40.7K +$40.2K +315 New