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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Apollon Wealth Management
South Carolina
$1.31M +$386K +4,545 +46%
UIA
177
Ulland Investment Advisors
Minnesota
$1.3M
WT
178
Whittier Trust
California
$1.25M
RWP
179
Revolve Wealth Partners
New Jersey
$1.23M +$357K +4,203 +45%
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
$1.23M -$12.1K -143 -1%
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$1.22M +$29.3K +345 +3%
RIS
182
Retirement Income Solutions
Michigan
$1.22M
APW
183
Austin Private Wealth
Texas
$1.2M +$204K +2,407 +22%
BSW
184
Buckingham Strategic Wealth
Missouri
$1.18M +$230K +2,716 +27%
FFN
185
Focus Financial Network
Minnesota
$1.18M -$82.8K -976 -7%
TWP
186
Tempus Wealth Planning
California
$1.17M -$56.2K -662 -5%
T
187
TCWP
Ohio
$1.16M +$131K +1,547 +14%
MOS
188
MGO One Seven
Ohio
$1.16M +$1.08M +12,781 New
B
189
Bensler
Washington
$1.11M +$363K +4,283 +54%
GDP
190
Great Diamond Partners
Maine
$1.1M -$23K -271 -2%
MPW
191
MA Private Wealth
California
$1.09M -$90.7K -1,069 -8%
BWA
192
Bordeaux Wealth Advisors
California
$1.09M
RIA
193
Regal Investment Advisors
Michigan
$1.08M +$93.6K +1,103 +10%
BSWM
194
Boston Standard Wealth Management
Massachusetts
$1.07M
WA
195
Wealth Alliance
New York
$1.06M +$140K +1,646 +16%
BDFN
196
Bond & Devick Financial Network
Minnesota
$1.06M
BNP Paribas Financial Markets
197
BNP Paribas Financial Markets
France
$1.06M +$101K +1,185 +11%
HI
198
Harbour Investments
Wisconsin
$1.02M +$184K +2,171 +24%
Vontobel Holding
199
Vontobel Holding
Switzerland
$1.02M -$110K -1,292 -10%
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$1.02M +$26.5K +312 +3%