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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HH
151
Hilltop Holdings
Texas
$1.83M -$68.1K -681 -4%
1832 Asset Management
152
1832 Asset Management
Ontario, Canada
$1.81M
SFG
153
Sage Financial Group
Pennsylvania
$1.81M +$20.1K +201 +1%
AFS
154
Annapolis Financial Services
Maryland
$1.8M
CWI
155
Conscious Wealth Investments
Florida
$1.78M +$46.1K +461 +3%
COCM
156
Charter Oak Capital Management
New Hampshire
$1.76M +$9.41K +94 +0.6%
AIP
157
Ameritas Investment Partners
Nebraska
$1.72M -$66.4K -664 -4%
RWP
158
Revolve Wealth Partners
New Jersey
$1.66M +$165K +1,653 +12%
SWM
159
Spire Wealth Management
Virginia
$1.64M -$347K -3,463 -18%
FWM
160
Fingerlakes Wealth Management
New York
$1.61M +$76.6K +766 +5%
WLIM
161
White Lighthouse Investment Management
Massachusetts
$1.6M -$169K -1,689 -10%
CWP
162
Concord Wealth Partners
Virginia
$1.55M -$638K -6,375 -30%
BSWM
163
Boston Standard Wealth Management
Massachusetts
$1.54M +$20.4K +204 +1%
IRC
164
Investors Research Corp
Georgia
$1.53M -$3.9K -39 -0.3%
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$1.52M -$8.01K -80 -0.5%
MIA
166
MainStreet Investment Advisors
Illinois
$1.52M -$88.2K -881 -6%
UIA
167
Ulland Investment Advisors
Minnesota
$1.48M
BSW
168
Buckingham Strategic Wealth
Missouri
$1.47M +$121K +1,208 +9%
EWA
169
EP Wealth Advisors
California
$1.45M -$127K -1,267 -8%
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$1.44M -$16.2K -162 -1%
FFN
171
Focus Financial Network
Minnesota
$1.44M +$2.7K +27 +0.2%
WT
172
Whittier Trust
California
$1.43M
CCM
173
Coldstream Capital Management
Washington
$1.4M -$370K -3,702 -22%
CA
174
Continuum Advisory
Idaho
$1.38M +$28.7K +287 +2%
CI
175
CX Institutional
Indiana
$1.38M -$32.9K -329 -2%