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iShares MSCI KLD 400 Social ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jeffrey D. Munjack JDM Financial Group LLC | 445 | $53,929.55 | $65,477.3 | $11,547.75 | 21.41% |
 Stephen Smith Kestra Investment Management LLC | 2,208 | $246,617.65 | $324,885.12 | $78,267.47 | 31.74% |
 Kevin Gray Lodestar Private Asset Management LLC | 1,560 | $222,063 | $232,892.38 | $10,829.38 | 4.88% |
| TT Thaddeus Toal RCS Financial Planning LLC | 5,811 | $747,027.57 | $867,524.13 | $120,496.56 | 16.13% |
 Dean Pelos Commonwealth Retirement Investments LLC | 204 | $29,048 | $30,016.56 | $968.56 | 3.33% |
 Andy Peters Goldstein Advisors LLC | 2,611 | $193,569.87 | $389,796.16 | $196,226.29 | 101.37% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 1,998 | $217,362.42 | $293,845.86 | $76,483.44 | 35.19% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 24,361 | $2.12M | $3.59M | $1.47M | 69.21% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 9,634 | $914,792.84 | $1.42M | $503,910 | 55.08% |
 Sheila J. Lindsay Bensler LLC | 11,975 | $1.08M | $1.79M | $704,484.2 | 65.03% |
 Jill Batley Gateway Wealth Partners LLC | 7,228 | $875,984.92 | $1.06M | $183,495.32 | 20.95% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 5,237 | $514,272.8 | $770,572.18 | $256,299.38 | 49.84% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 3,250 | $462,768 | $478,205 | $15,437 | 3.34% |
 Johnathan Kasting DDFG Inc. | 2,423 | $305,177.24 | $356,374.84 | $51,197.6 | 16.78% |
| PIL PFG Investments LLC PFG Investments LLC | 97,760 | $8.53M | $14.41M | $5.88M | 68.93% |
| JC Jared Calvert Buck Wealth Strategies LLC | 265 | $37,666 | $38,986.8 | $1,320.8 | 3.51% |
 Scott Boyce Decker Retirement Planning Inc. | 9,910 | $1.19M | $1.46M | $268,103.62 | 22.53% |
 Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 150 | $13,657.5 | $22,138.5 | $8,481 | 62.1% |
 Courtney Holt Compound Planning, Inc. | 5,262 | $567,805.19 | $774,382.23 | $206,577.04 | 36.38% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 96 | $8,259.26 | $14,125.44 | $5,866.18 | 71.03% |
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