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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$1.18M +$8.34K +69 +0.7%
SWP
202
Sagespring Wealth Partners
Tennessee
$1.15M +$83.9K +694 +8%
ATPW
203
Ashton Thomas Private Wealth
Arizona
$1.12M +$288K +2,380 +37%
DAS
204
Dynamic Advisor Solutions
Arizona
$1.1M -$10.9K -90 -1%
WIA
205
World Investment Advisors
California
$1.09M -$22.7K -188 -2%
HFA
206
Hershey Financial Advisers
Pennsylvania
$1.09M +$1.05M +8,650 New
CPRC
207
Consolidated Portfolio Review Corp
New York
$1.08M -$8.46K -70 -0.8%
RBC
208
Romano Brothers & Co
Illinois
$1.08M
DADC
209
D.A. Davidson & Co
Montana
$1.08M -$4.59K -38 -0.4%
MW
210
Maia Wealth
Colorado
$1.05M +$30.6K +253 +3%
LRWA
211
Long Run Wealth Advisors
New York
$1.04M -$63.6K -526 -6%
CFG
212
Citizens Financial Group
Rhode Island
$1.04M -$33.4K -276 -3%
WF
213
WoodTrust Financial
Wisconsin
$1.03M +$987K +8,166 New
TAFW
214
Tred Avon Family Wealth
Maryland
$1M +$961K +7,949 New
NP
215
NorthRock Partners
Minnesota
$992K -$25.6K -212 -3%
HIF
216
Hill Island Financial
Michigan
$987K +$105K +870 +12%
SA
217
Sovran Advisors
California
$981K +$322K +2,667 +54%
DWT
218
Dorsey & Whitney Trust
South Dakota
$974K
RL
219
Rogco LP
Oklahoma
$973K
DRP
220
Decker Retirement Planning
Utah
$972K -$50.9K -421 -5%
MG
221
Mather Group
Illinois
$969K -$9.19K -76 -1%
WA
222
Wealth Alliance
New York
$967K -$17.4K -144 -2%
CCA
223
Cobblestone Capital Advisors
New York
$962K
AI
224
Atria Investments
North Carolina
$949K +$110K +909 +14%
HI
225
Harbour Investments
Wisconsin
$948K -$363 -3 -0%