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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EI
551
EFG International
$41.2K +$43.5K +340 New
IPS
552
Investors Portfolio Services
Washington
$38.3K +$128 +1 +0.3%
AIC
553
Archer Investment Corporation
Indiana
$36.8K – – –
FLP
554
Financial Life Planners
Arizona
$36.4K +$38.4K +300 New
TWC
555
TD Waterhouse Canada
Ontario, Canada
$36.2K – – –
Qube Research & Technologies (QRT)
556
Qube Research & Technologies (QRT)
United Kingdom
$36K -$45.8K -358 -55%
AG
557
AmeriFlex Group
Nevada
$32.9K -$3.71K -29 -10%
DWA
558
Dougherty Wealth Advisers
Minnesota
$31K -$16K -125 -33%
MFP
559
Meramec Financial Planners
Missouri
$28.1K +$128 +1 +0.5%
MEG
560
Millstone Evans Group
Colorado
$26.7K – – –
CWM
561
Copia Wealth Management
Oregon
$25.4K – – –
KG
562
Kilter Group
New York
$25K -$767 -6 -3%
KSB
563
Kennebec Savings Bank
Maine
$22.9K – – –
HWA
564
Heritage Wealth Advisors
Virginia
$21.8K – – –
CFO
565
CVA Family Office
Colorado
$19.1K – – –
VR
566
Vision Retirement
New Jersey
$19K – – –
S
567
SignatureFD
Georgia
$18.5K – – –
EWP
568
Elevation Wealth Partners
California
$18.2K – – –
CTC
569
Central Trust Company
Missouri
$17.7K – – –
BA
570
Ballast Advisors
Minnesota
$16.6K – – –
EWM
571
Evermay Wealth Management
Virginia
$15.8K – – –
MIFH
572
Migdal Insurance & Financial Holdings
Israel
$15.1K – – –
SFS
573
Sunrise Financial Services
Washington
$14.3K -$223K -1,741 -94%
HDIM
574
Hanson & Doremus Investment Management
Vermont
$13K – – –
CTWM
575
Cherry Tree Wealth Management
Minnesota
$11.6K – – –