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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
151
Equitable Holdings
New York
$814K -$640K -8,645 -45%
BSW
152
Buckingham Strategic Wealth
Missouri
$813K -$369K -4,989 -32%
BMM
153
Buffington Mohr McNeal
Idaho
$797K – – –
Prudential Financial
154
Prudential Financial
New Jersey
$796K +$275K +3,710 +55%
MIA
155
MainStreet Investment Advisors
Illinois
$789K -$97K -1,310 -11%
MPWT
156
MassMutual Private Wealth & Trust
Connecticut
$789K -$97K -1,310 -11%
HCA
157
Heck Capital Advisors
Wisconsin
$760K +$239K +3,225 +48%
PA
158
Paracle Advisors
Washington
$755K -$51K -689 -7%
Citigroup
159
Citigroup
New York
$754K -$49.2K -665 -6%
BAM
160
Barrett Asset Management
New York
$753K -$3.7K -50 -0.5%
DWM
161
Destination Wealth Management
California
$753K +$20.3K +274 +3%
ECM
162
Evergreen Capital Management
Washington
$735K +$160K +2,160 +29%
AFG
163
Affinia Financial Group
Massachusetts
$728K +$109K +1,474 +19%
SCM
164
Southport Capital Management
Tennessee
$727K -$45.1K -609 -6%
Deutsche Bank
165
Deutsche Bank
Germany
$726K – – –
HA
166
Harfst & Associates
Wyoming
$723K -$3.7K -50 -0.5%
DC
167
DeDora Capital
California
$718K -$1.62M -21,819 -70%
OWA
168
One Wealth Advisors
California
$716K +$360K +4,862 +108%
KWM
169
Kingsview Wealth Management
Oregon
$711K +$680K +9,188 New
BSWM
170
Boston Standard Wealth Management
Massachusetts
$706K – – –
DJSG
171
D.J. St. Germain
Massachusetts
$706K +$346K +4,672 +102%
MA
172
Mutual Advisors
Nebraska
$698K +$57.8K +781 +9%
FLPIM
173
F.L. Putnam Investment Management
Massachusetts
$694K – – –
WS
174
Wedbush Securities
California
$685K +$664K +8,969 New
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$679K -$267K -3,605 -29%