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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
176
White Lighthouse Investment Management
Massachusetts
$1.49M -$258K -2,426 -16%
SFG
177
Sage Financial Group
Pennsylvania
$1.48M -$34.6K -325 -2%
FFA
178
Farther Finance Advisors
California
$1.48M +$9.16K +86 +0.7%
SWA
179
Sax Wealth Advisors
New Jersey
$1.47M +$81.4K +764 +6%
SWA
180
SOA Wealth Advisors
New York
$1.47M -$3.73K -35 -0.3%
FHA
181
First Horizon Advisors
Tennessee
$1.45M -$1.76M -16,532 -57%
MOS
182
MGO One Seven
Ohio
$1.44M +$89.8K +843 +7%
CCM
183
Coldstream Capital Management
Washington
$1.42M -$193K -1,817 -13%
CHAM
184
Clear Harbor Asset Management
Connecticut
$1.41M – – –
APW
185
Austin Private Wealth
Texas
$1.41M +$37.2K +349 +3%
PW
186
Potentia Wealth
California
$1.4M -$13.5K -127 -1%
CA
187
Continuum Advisory
Idaho
$1.4M -$958 -9 -0.1%
BWA
188
Bordeaux Wealth Advisors
California
$1.39M – – –
BNP Paribas Financial Markets
189
BNP Paribas Financial Markets
France
$1.35M +$112K +1,048 +10%
AWM
190
Apollon Wealth Management
South Carolina
$1.34M +$272K +2,555 +28%
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$1.32M – – –
MPW
192
MA Private Wealth
California
$1.32M – – –
QCM
193
QRG Capital Management
Illinois
$1.31M +$1.2M +11,257 New
WTC
194
WhitTier Trust Company
Nevada
$1.31M -$15.9K -149 -1%
BSWM
195
Boston Standard Wealth Management
Massachusetts
$1.3M -$388K -3,647 -25%
RA
196
RFG Advisory
Alabama
$1.3M -$35.1K -330 -3%
B
197
Bensler
Washington
$1.28M +$94.7K +889 +9%
WMP
198
Wealth Management Partners
Arizona
$1.27M +$6.92K +65 +0.6%
RIA
199
Regal Investment Advisors
Michigan
$1.26M -$77.3K -726 -6%
GDP
200
Great Diamond Partners
Maine
$1.19M -$43.3K -407 -4%