Notable Holders of ISHARES MSCI USA ESG SELECT ETF (KLD)

  |   Expand Research on KLD   |   * Does Not Fully Represent All Holders
Fund Title Shares % Owned Source
SPINNAKER TRUST Equities 817,991 25.17% 13F
Garde Capital, Inc. Equities 133,310 4.10% 13F
Quent Capital, LLC ETF 94,902 2.92% 13F
SOA Wealth Advisors, LLC. ETF 75,312 2.32% 13F
C-J Advisory, Inc MSCI USA ESG SLC 62,121 1.91% 13F
Patriot Wealth Management, Inc. ETF 45,964 1.41% 13F
Bank of New Hampshire MSCI USA ESG SLC 27,613 0.85% 13F
COLONY GROUP LLC ETF 25,970 0.80% 13F
Asset Dedication, LLC ETF 23,823 0.73% 13F
VERITY Wealth Advisors ETF 23,554 0.72% 13F
FLOW TRADERS U.S. LLC ETP 19,192 0.59% 13F
Mill Creek Capital Advisors, LLC ETF 16,067 0.49% 13F
Trust Co MSCI USA ESG SLC 16,066 0.49% 13F
Litman Gregory Asset Management LLC ETF 15,251 0.47% 13F
Rollins Financial ETF 13,098 0.40% 13F
UNITED CAPITAL FINANCIAL ADVISERS, LLC EXCHANGE TRADED FUND 12,824 0.39% 13F
Private Capital Group, LLC Exchange Traded Fund 11,666 0.36% 13F
CAPTRUST FINANCIAL ADVISORS ETF 10,989 0.34% 13F
Fernwood Investment Management, LLC ETF 10,090 0.31% 13F
Ulland Investment Advisors, LLC ETF 8,880 0.27% 13F
GREENUP STREET WEALTH MANAGEMENT LLC Com 6,695 0.21% 13F
WARNER FINANCIAL, INC ETF 6,623 0.20% 13F
Edmonds Duncan Registered Investment Advisors, LLC ETF 6,621 0.20% 13F
Archetype Wealth Partners, LLC ETF 6,391 0.20% 13F
Fiduciary Alliance LLC ETF 5,861 0.18% 13F
GoalVest Advisory LLC ETF 5,353 0.16% 13F
Barrett Asset Management, LLC ETF 5,250 0.16% 13F
First Command Bank MSCI USA ESG SLC 5,161 0.16% 13F
First Command Financial Services, Inc. MSCI USA ESG SLC 5,161 0.16% 13F
JNB Advisors LLC ETF 5,012 0.15% 13F
North Star Investment Management Corp. ETF 3,557 0.11% 13F
HARBOR INVESTMENT ADVISORY, LLC ETF 3,348 0.10% 13F
Ethos Financial Group, LLC ETF 3,183 0.10% 13F
Crestwood Advisors LLC ETF 3,075 0.09% 13F
Bartlett & Co. LLC EX TRD EQ FD 2,820 0.09% 13F
Western Pacific Wealth Management, LP ETF 2,540 0.08% 13F
Dorsey & Whitney Trust CO LLC MSCI USA ESG SLC 2,451 0.08% 13F
CREATIVE FINANCIAL DESIGNS INC /ADV ETF 2,296 0.07% 13F
Cribstone Capital Management, LLC EF 2,267 0.07% 13F
Arkadios Wealth Advisors ETF 2,164 0.07% 13F
LEAVELL INVESTMENT MANAGEMENT, INC. USA ESG SLCT ETF 2,150 0.07% 13F
Sunbelt Securities, Inc. ETF 1,892 0.06% 13F
AdvisorNet Financial, Inc ETF 1,182 0.04% 13F
Retirement Group, LLC MSCI USA ESG SLC 1,041 0.03% 13F
Colonial Asset Management, Inc. ETF 650 0.02% 13F
Lenox Wealth Advisors, Inc. COM 538 0.02% 13F
CoreCap Advisors, LLC ETF 478 0.01% 13F
Genesis Wealth Advisors, LLC Common Stock 425 0.01% 13F
HALLMARK CAPITAL MANAGEMENT INC ETF 388 0.01% 13F