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iShares MSCI KLD 400 Social ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Johnathan Kasting DDFG Inc. | 2,469 | $310,970.95 | $350,746.14 | $39,775.19 | 12.79% |
| PIL PFG Investments LLC PFG Investments LLC | 95,999 | $8.28M | $13.61M | $5.33M | 64.37% |
| SB Scott Boyce Decker Retirement Planning Inc. | 8,782 | $1.03M | $1.25M | $220,935.34 | 21.46% |
 Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 150 | $13,657.5 | $21,267.75 | $7,610.25 | 55.72% |
 Courtney Holt Compound Planning, Inc. | 5,279 | $569,570.64 | $748,483.01 | $178,912.37 | 31.41% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 96 | $8,259.26 | $13,612.32 | $5,353.06 | 64.81% |
| MRC Martin R. Curiel MYECFO, LLC | 3,500 | $359,871.38 | $496,247.5 | $136,376.12 | 37.9% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,267 | $1.13M | $1.6M | $471,915.34 | 41.9% |
 Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 3,027 | $280,917.75 | $429,213.46 | $148,295.71 | 52.79% |
 Christopher C. Powers Farther Finance Advisors, LLC | 16,314 | $1.57M | $2.28M | $705,450.37 | 44.85% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 6,915 | $803,246.33 | $966,578.7 | $163,332.37 | 20.33% |
 Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 1,000 | $92,731.28 | $141,885 | $49,153.72 | 53.01% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 326,059 | $27.47M | $46.31M | $18.84M | 68.59% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 23,380 | $2.5M | $3.32M | $819,189.58 | 32.79% |
| KS Kristi Shields ROGCO, LP | 1,226 | $129,043.99 | $173,951.01 | $44,907.02 | 34.8% |
 Kevin Bresler TD Waterhouse Canada Inc. | 296 | $29,839.76 | $42,008.32 | $12,168.56 | 40.78% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 14,326 | $1.73M | $2.03M | $304,245.45 | 17.58% |
 James Rankin Modern Wealth Management, LLC | 19,617 | $2.28M | $2.79M | $511,255.64 | 22.47% |
 Amir Har-El Savvy Advisors, Inc. | 13,196 | $1.54M | $1.87M | $328,908.82 | 21.3% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 2,003 | $256,839.05 | $284,506.12 | $27,667.07 | 10.77% |
