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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$833K -$136K -1,510 -14%
FA
202
Financial Advisors
Massachusetts
$833K
FLPIM
203
F.L. Putnam Investment Management
Massachusetts
$830K +$451 +5 +0.1%
BAM
204
Barrett Asset Management
New York
$819K -$63.1K -700 -7%
DWM
205
Destination Wealth Management
California
$815K -$8.02K -89 -1%
MA
206
Mutual Advisors
Nebraska
$812K -$4.87K -54 -0.6%
Wealthfront Advisers
207
Wealthfront Advisers
California
$807K +$261K +2,890 +50%
PBO
208
Peoples Bank (Ohio)
Ohio
$769K -$1.35K -15 -0.2%
NFG
209
Next Financial Group
Texas
$761K +$247K +2,736 +50%
PWP
210
Principle Wealth Partners
Connecticut
$760K -$22.5K -250 -3%
MFW
211
Meristem Family Wealth
Minnesota
$760K
CW
212
CreativeOne Wealth
Kansas
$760K +$242K +2,686 +49%
DC
213
DeDora Capital
California
$742K +$51.4K +570 +7%
LWA
214
Lenox Wealth Advisors
New York
$737K +$82.1K +911 +13%
ACG
215
Allen Capital Group
Nebraska
$733K
RA
216
RFG Advisory
Alabama
$731K -$8.84K -98 -1%
PCM
217
Pennsylvania Capital Management
Pennsylvania
$728K
ZCI
218
Zevenbergen Capital Investments
Washington
$714K
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
$711K +$49.4K +548 +8%
AIP
220
Ameritas Investment Partners
Nebraska
$710K +$68.2K +756 +11%
AIM
221
Acropolis Investment Management
Missouri
$704K -$26.1K -290 -4%
WCWM
222
Willow Creek Wealth Management
California
$703K -$8.29K -92 -1%
VA
223
Valmark Advisers
Ohio
$702K
AWG
224
Altus Wealth Group
Colorado
$700K +$90 +1 +0%
PA
225
Prism Advisors
California
$685K +$272K +3,020 +69%