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iShares MSCI KLD 400 Social ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,757 | $778,435.1 | $1.1M | $319,800.96 | 41.08% |
| MG Michelle Graham NORTHSTAR ASSET MANAGEMENT Inc. | 212,270 | $26.49M | $30.15M | $3.66M | 13.81% |
 Landaas & Company Landaas & Co | 3,273 | $270,186.12 | $464,700.54 | $194,514.42 | 71.99% |
 Chilton Investment Chilton Investment Co Inc. | 9,202 | $1.12M | $1.3M | $187,813.2 | 16.84% |
 Austin Private Wealth Austin Private Wealth LLC | 12,697 | $1.06M | $1.8M | $739,770.6 | 69.99% |
 Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 3,026 | $351,500.16 | $422,232.91 | $70,732.75 | 20.12% |
 Jeff Ameen Spire Wealth Management | 14,329 | $1.19M | $2.04M | $846,749.82 | 71.03% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 2,038 | $205,450.78 | $288,397.38 | $82,946.6 | 40.37% |
 Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 2,871 | $286,856.03 | $406,088.59 | $119,232.56 | 41.57% |
 Kyle P. Smith NewEdge Wealth LLC | 16,431 | $1.52M | $2.32M | $801,787.84 | 52.68% |
 Ben Rothwell Keystone Financial Services | 5,950 | $479,301.94 | $841,597.75 | $362,295.81 | 75.59% |
 Jason E. Archambault SK Wealth Management LLC | 4,281 | $487,506.22 | $605,526.04 | $118,019.82 | 24.21% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 11,367 | $1.41M | $1.61M | $204,980.69 | 14.58% |
| TCL Therese C.D. Linden Bank of New Hampshire | 510 | $44,176.2 | $71,162.85 | $26,986.65 | 61.09% |
 Kevin B. Crawford JB Capital LLC | 2,560 | $252,916.64 | $362,892.8 | $109,976.16 | 43.48% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 22,655 | $2.07M | $3.21M | $1.14M | 54.75% |
| EW Eddie Wilcox Rollins Financial Advisors LLC | 6,185 | $567,665.5 | $876,507.27 | $308,841.77 | 54.41% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 27,871 | $3.09M | $3.89M | $801,761.58 | 25.94% |
| RCS Ryan Charles Stout Theory Financial LLC | 5,171 | $556,815.82 | $734,514.69 | $177,698.87 | 31.91% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 95,633 | $12.32M | $13.6M | $1.28M | 10.37% |
