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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
226
Stuart Chaussee & Associates
California
$61K – – –
FEG
227
Financial Enhancement Group
Indiana
$60K – – –
GRP
228
Global Retirement Partners
California
$59K – – –
BBA
229
Braun-Bostich & Associates
Pennsylvania
$58K -$88.3K -1,644 -61%
MFT
230
Moisand Fitzgerald Tamayo
Florida
$54K -$4.3K -80 -8%
EWM
231
Executive Wealth Management
Michigan
$40K +$107 +2 +0.3%
HI
232
Hudock Inc
Pennsylvania
$40K +$107 +2 +0.3%
ATC
233
Adirondack Trust Company
New York
$36K – – –
APA
234
American Portfolios Advisors
New York
$31.7K -$10.7K -200 -26%
AIP
235
Ameritas Investment Partners
Nebraska
$31K +$30.6K +570 New
Fidelity Investments
236
Fidelity Investments
Massachusetts
$26K -$37.9K -706 -59%
MIFH
237
Migdal Insurance & Financial Holdings
Israel
$26K – – –
PFGIA
238
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$13K +242 +110%
SSB
239
Sandy Spring Bank
Maryland
$25K – – –
CAM
240
Close Asset Management
United Kingdom
$23K – – –
BWP
241
Baldwin Wealth Partners
Massachusetts
$22K – – –
PFO
242
Pathstone Family Office
New Jersey
$18K +$17.8K +332 New
EIP
243
Ellis Investment Partners
Pennsylvania
$17K +$17.4K +324 New
CFD
244
Creative Financial Designs
Indiana
$16K +$10.7K +200 +250%
DWA
245
Dougherty Wealth Advisers
Minnesota
$16K +$16.1K +300 New
TPWA
246
TRUE Private Wealth Advisors
Oregon
$15K +$15.7K +292 New
LWM
247
Liberty Wealth Management
California
$11K -$72.1K -1,342 -87%
TC
248
Truvestments Capital
Florida
$8K – – –
CAC
249
Certified Advisory Corp
Florida
$7K – – –
BFEC
250
Benjamin F. Edwards & Company
Missouri
$5K – – –