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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
151
White Lighthouse Investment Management
Massachusetts
$1.16M -$44.4K -618 -4%
IRC
152
Investors Research Corp
Georgia
$1.14M +$3.16K +44 +0.3%
BAAM
153
Baker Avenue Asset Management
California
$1.14M -$353K -4,908 -24%
WT
154
Whittier Trust
California
$1.13M – – –
TFS
155
TrustCore Financial Services
Tennessee
$1.13M +$199K +2,769 +21%
CCM
156
Coldstream Capital Management
Washington
$1.12M +$1.12M +15,600 New
TDWM
157
Topel & Distasi Wealth Management
California
$1.11M +$5.89K +82 +0.5%
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$1.09M -$75.8K -1,055 -6%
BRWA
159
B. Riley Wealth Advisors
Florida
$1.09M +$1.01K +14 +0.1%
WAM
160
WNY Asset Management
New York
$1.08M -$567K -7,887 -34%
HF
161
HRT Financial
New York
$1.03M -$257K -3,577 -20%
UIA
162
Ulland Investment Advisors
Minnesota
$1.02M – – –
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$1.01M -$2.73K -38 -0.3%
FWM
164
Fingerlakes Wealth Management
New York
$1.01M -$4.89K -68 -0.5%
OPS
165
Orion Portfolio Solutions
Nebraska
$1M +$120K +1,666 +14%
NA
166
NewEdge Advisors
Louisiana
$1M +$83.6K +1,163 +9%
RIA
167
Regal Investment Advisors
Michigan
$987K -$270K -3,761 -21%
TWP
168
Tempus Wealth Planning
California
$980K +$133K +1,850 +16%
APW
169
Austin Private Wealth
Texas
$976K -$3.09K -43 -0.3%
T
170
TCWP
Ohio
$955K +$205K +2,854 +27%
GIA
171
Goodwin Investment Advisory
Georgia
$939K -$19K -265 -2%
1WM
172
1900 Wealth Management
Texas
$935K +$1.15K +16 +0.1%
GDP
173
Great Diamond Partners
Maine
$931K +$315K +4,387 +51%
UCFA
174
United Capital Financial Advisors
Texas
$918K -$54.4K -757 -6%
EBT
175
Enterprise Bank & Trust
Massachusetts
$915K – – –