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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
176
Harborview Advisors
Maine
$273K -$22.1K -400 -8%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$272K -$467K -8,448 -63%
TWM
178
Titus Wealth Management
California
$271K -$10.4K -188 -4%
COI
179
Capital One Investing
Virginia
$270K +$269K +4,876 New
ACG
180
Allen Capital Group
Nebraska
$269K +$49.1K +888 +22%
PA
181
Prism Advisors
California
$267K +$1.44K +26 +0.5%
PCM
182
Parsons Capital Management
Rhode Island
$264K +$48.3K +874 +22%
T. Rowe Price Associates
183
T. Rowe Price Associates
Maryland
$262K -$24.9K -450 -9%
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$259K +$15.3K +276 +6%
AWM
185
Aevitas Wealth Management
Massachusetts
$257K +$111 +2 +0%
CFS
186
CRA Financial Services
New Jersey
$256K
TFS
187
TrustCore Financial Services
Tennessee
$253K +$24.1K +436 +11%
BIA
188
Bigelow Investment Advisors
Maine
$251K +$27.1K +490 +12%
PFGIA
189
Patriot Financial Group Insurance Agency
Massachusetts
$242K +$215K +3,900 +844%
WF
190
WoodTrust Financial
Wisconsin
$241K -$54.8K -992 -19%
DADC
191
D.A. Davidson & Co
Montana
$238K +$20.7K +374 +10%
TIA
192
Traphagen Investment Advisors
New Jersey
$236K +$235K +4,248 New
VWA
193
VERITY Wealth Advisors
United States
$234K
AF
194
Advisornet Financial
Minnesota
$234K +$48.3K +874 +26%
GWM
195
Greenwich Wealth Management
Connecticut
$232K
EFL
196
ERn Financial LLC
Wisconsin
$230K -$1.66K -30 -0.7%
EFSCE
197
Enterprise Financial Services Corp (EFSC)
Missouri
$230K -$1.33K -24 -0.6%
HBT
198
Hills Bank & Trust
Iowa
$227K
DIA
199
Dana Investment Advisors
Wisconsin
$227K +$227K +4,100 New
Comerica Bank
200
Comerica Bank
Texas
$226K