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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
201
Buckingham Strategic Wealth
Missouri
$760K
BRWA
202
B. Riley Wealth Advisors
Florida
$743K -$427K -5,648 -37%
GIA
203
Goodwin Investment Advisory
Georgia
$734K -$278K -3,675 -28%
WIA
204
World Investment Advisors
California
$729K +$199K +2,636 +39%
DAS
205
Dynamic Advisor Solutions
Arizona
$720K -$31.7K -420 -4%
BIA
206
Bigelow Investment Advisors
Maine
$704K -$162K -2,143 -19%
HPM
207
Hoxton Planning & Management
West Virginia
$693K -$88.1K -1,166 -12%
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$689K +$47.9K +634 +8%
DADC
209
D.A. Davidson & Co
Montana
$665K +$266K +3,527 +70%
VA
210
Valmark Advisers
Ohio
$656K +$15.5K +205 +2%
HA
211
Harfst & Associates
Wyoming
$647K -$58.3K -772 -9%
FLPIM
212
F.L. Putnam Investment Management
Massachusetts
$643K -$19.9K -263 -3%
RW
213
Rede Wealth
Virginia
$642K +$27.3K +361 +5%
RWP
214
Revolve Wealth Partners
New Jersey
$639K +$45.3K +600 +8%
HCA
215
Heck Capital Advisors
Wisconsin
$638K +$136K +1,797 +28%
BF
216
Brooklyn FI
New York
$635K +$499K +6,611 +2,991%
FFA
217
Farther Finance Advisors
California
$620K -$797K -10,551 -57%
ACG
218
Allen Capital Group
Nebraska
$615K +$596K +7,886 New
TIA
219
Traphagen Investment Advisors
New Jersey
$608K +$982 +13 +0.2%
SB
220
Strategic Blueprint
Georgia
$605K -$83.2K -1,102 -12%
BlackRock
221
BlackRock
New York
$599K -$22.8M -301,872 -98%
CPFP
222
Clear Perspectives Financial Planning
Ohio
$595K +$6.04K +80 +1%
CQS
223
Credential Qtrade Securities
$590K +$571K +7,561 New
SWA
224
Stratos Wealth Advisors
Ohio
$588K +$65.9K +873 +13%
WCWM
225
Willow Creek Wealth Management
California
$582K -$7.71K -102 -1%