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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
201
Lenox Wealth Advisors
New York
$582K +$216K +2,681 +62%
MFW
202
Meristem Family Wealth
Minnesota
$581K +$564K +7,012 New
PWAG
203
Polaris Wealth Advisory Group
California
$567K +$73.5K +913 +15%
RW
204
Rede Wealth
Virginia
$561K -$7.64K -95 -1%
RIA
205
Regal Investment Advisors
Michigan
$559K +$544K +6,755 New
AIP
206
Ameritas Investment Partners
Nebraska
$554K +$43.5K +541 +9%
CFG
207
Cooper Financial Group
California
$538K -$114K -1,420 -18%
CCP
208
Cardan Capital Partners
Colorado
$534K +$519K +6,444 New
KNW
209
Kesler Norman & Wride
Utah
$522K
TA
210
Tiedemann Advisors
New York
$514K -$30.3K -376 -6%
Prudential Financial
211
Prudential Financial
New Jersey
$512K -$341K -4,234 -41%
PWM
212
Perigon Wealth Management
California
$503K +$489K +6,072 New
VWA
213
VERITY Wealth Advisors
United States
$487K -$69.9K -869 -13%
FFA
214
First Foundation Advisors
California
$472K +$126K +1,570 +38%
GDP
215
Great Diamond Partners
Maine
$471K +$111K +1,377 +32%
APW
216
Aurora Private Wealth
New Jersey
$466K +$2.25K +28 +0.5%
CAS
217
Cascadia Advisory Services
Oregon
$466K +$12.2K +152 +3%
WA
218
Wealth Alliance
New York
$466K +$453K +5,624 New
BS
219
Banco Santander
Spain
$464K -$193K -2,400 -30%
FFG
220
Frisch Financial Group
New York
$464K +$966 +12 +0.2%
WFA
221
West Financial Advisors
Iowa
$463K +$83K +1,032 +23%
PA
222
Parkside Advisors
California
$459K +$80 +1 +0%
CC
223
Callan Capital
California
$456K -$67.4K -838 -13%
Cerity Partners
224
Cerity Partners
New York
$450K +$12.1K +150 +3%
BCWM
225
Bartlett & Co Wealth Management
Ohio
$445K