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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
176
Trustmark National Bank Trust Department
Mississippi
$327K
EH
177
Equitable Holdings
New York
$320K +$306K +5,332 New
TW
178
Transform Wealth
Colorado
$318K +$304K +5,290 New
IRC
179
Investors Research Corp
Georgia
$317K +$103K +1,792 +52%
OC
180
Oppenheimer & Co
New York
$315K
AFA
181
Arlington Financial Advisors
California
$313K +$299K +5,204 New
WAP
182
Wealthcare Advisory Partners
Pennsylvania
$310K +$3.45K +60 +1%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$308K +$26.3K +458 +10%
SFSG
184
Stearns Financial Services Group
North Carolina
$305K +$2.3K +40 +0.8%
Fiera Capital (Canada)
185
Fiera Capital (Canada)
Quebec, Canada
$304K
BCM
186
Blume Capital Management
California
$299K
HPC
187
HM Payson & Co
Maine
$299K
HA
188
Harborview Advisors
Maine
$299K +$2.53K +44 +0.9%
CAG
189
Crestwood Advisors Group
Massachusetts
$298K
BWM
190
BerganKDV Wealth Management
Minnesota
$298K +$65.7K +1,144 +30%
CONA
191
Capital One National Association
New York
$293K +$280K +4,876 New
PCM
192
Parsons Capital Management
Rhode Island
$289K +$2.3K +40 +0.8%
TFS
193
TrustCore Financial Services
Tennessee
$288K +$12.8K +222 +5%
PA
194
Prism Advisors
California
$286K -$2.87K -50 -1%
AWM
195
Aevitas Wealth Management
Massachusetts
$286K +$7.81K +136 +3%
CG
196
Colony Group
Massachusetts
$283K -$60.4K -1,052 -18%
T. Rowe Price Associates
197
T. Rowe Price Associates
Maryland
$280K -$4.02K -70 -1%
CFS
198
CRA Financial Services
New Jersey
$277K
BIA
199
Bigelow Investment Advisors
Maine
$271K
TWM
200
Titus Wealth Management
California
$266K -$26.4K -460 -9%