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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
COCM
151
Charter Oak Capital Management
New Hampshire
$1.08M -$83.5K -1,112 -6%
IRC
152
Investors Research Corp
Georgia
$1.06M +$3.15K +42 +0.3%
WT
153
Whittier Trust
California
$1.06M +$9.91K +132 +0.8%
TRCT
154
Tower Research Capital (TRC)
New York
$1.04M -$665K -8,857 -36%
BRWA
155
B. Riley Wealth Advisors
Florida
$1.02M -$71.1K -947 -6%
WWM
156
Western Wealth Management
Colorado
$983K -$196K -2,615 -15%
UIA
157
Ulland Investment Advisors
Minnesota
$955K
AFG
158
Affinia Financial Group
Massachusetts
$953K -$33.9K -451 -3%
FWM
159
Fingerlakes Wealth Management
New York
$951K +$29.6K +395 +3%
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$949K -$3.38K -45 -0.3%
SPIA
161
Steward Partners Investment Advisory
New York
$942K +$110K +1,472 +12%
APW
162
Austin Private Wealth
Texas
$914K +$16.3K +217 +2%
UCFA
163
United Capital Financial Advisors
Texas
$907K -$200K -2,671 -16%
GIA
164
Goodwin Investment Advisory
Georgia
$894K +$148K +1,973 +17%
WTC
165
WhitTier Trust Company
Nevada
$885K +$4.5K +60 +0.5%
NA
166
NewEdge Advisors
Louisiana
$881K -$478K -6,364 -33%
1WM
167
1900 Wealth Management
Texas
$870K
TFS
168
TrustCore Financial Services
Tennessee
$866K +$187K +2,496 +24%
EBT
169
Enterprise Bank & Trust
Massachusetts
$853K
BDFN
170
Bond & Devick Financial Network
Minnesota
$846K +$7.66K +102 +0.8%
CPIG
171
Chicago Partners Investment Group
Illinois
$842K +$2.18K +29 +0.2%
WMP
172
Wealth Management Partners
Arizona
$840K -$75.1K -1,000 -8%
RIS
173
Retirement Income Solutions
Michigan
$837K
OPS
174
Orion Portfolio Solutions
Nebraska
$826K +$69.4K +924 +8%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$825K -$225 -3 -0%