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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
101
Buckingham Strategic Wealth
Missouri
$1.03M -$556 -10 -0.1%
WT
102
Whittier Trust
California
$1.02M +$260K +4,680 +37%
CWM
103
Cornerstone Wealth Management
Missouri
$1.01M -$12.5K -224 -1%
AF
104
AtlasMark Financial
Texas
$1M – – –
AWS
105
AJ Wealth Strategies
New York
$991K – – –
WLIM
106
White Lighthouse Investment Management
Massachusetts
$989K +$89.5K +1,610 +11%
IRC
107
Investors Research Corp
Georgia
$981K +$212K +3,806 +30%
GWM
108
Greenwich Wealth Management
Connecticut
$957K +$669K +12,036 +287%
BP
109
BBR Partners
New York
$934K +$2.67K +48 +0.3%
AAS
110
Avantax Advisory Services
Texas
$934K +$30.6K +550 +4%
PPW
111
Parcion Private Wealth
Washington
$932K +$854K +15,364 New
WP
112
WealthSource Partners
California
$903K -$113K -2,040 -12%
BTW
113
Boston Trust Walden
Massachusetts
$879K – – –
VHAM
114
Van Hulzen Asset Management
California
$873K +$33.9K +610 +4%
LJAC
115
L.J. Altfest & Co
New York
$861K +$58.6K +1,054 +8%
UCFA
116
United Capital Financial Advisors
Texas
$832K -$109K -1,966 -12%
EH
117
Equitable Holdings
New York
$817K +$134K +2,416 +21%
NCM
118
Northside Capital Management
Oregon
$779K +$734K +13,200 New
RJT
119
Raymond James Trust
Florida
$773K +$12.6K +226 +2%
Members Trust
120
Members Trust
Florida
$770K +$726K +13,054 New
CPIG
121
Chicago Partners Investment Group
Illinois
$752K +$1.11K +20 +0.2%
VCM
122
Vivaldi Capital Management
Illinois
$750K +$652K +11,734 New
CFSG
123
Community Financial Services Group
Vermont
$727K -$6.67K -120 -1%
TWP
124
Tempus Wealth Planning
California
$696K -$1.56K -28 -0.2%
PMG
125
ProVise Management Group
Florida
$670K – – –