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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
226
Global Retirement Partners
California
$59K
BBA
227
Braun-Bostich & Associates
Pennsylvania
$58K -$88.3K -1,644 -61%
MFT
228
Moisand Fitzgerald Tamayo
Florida
$54K -$4.3K -80 -8%
EWM
229
Executive Wealth Management
Michigan
$40K +$107 +2 +0.3%
HI
230
Hudock Inc
Pennsylvania
$40K +$107 +2 +0.3%
ATC
231
Adirondack Trust Company
New York
$36K
APA
232
American Portfolios Advisors
New York
$31.7K -$10.7K -200 -26%
AIP
233
Ameritas Investment Partners
Nebraska
$31K +$30.6K +570 New
Fidelity Investments
234
Fidelity Investments
Massachusetts
$26K -$37.9K -706 -59%
MIFH
235
Migdal Insurance & Financial Holdings
Israel
$26K
PFGIA
236
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$13K +242 +110%
SSB
237
Sandy Spring Bank
Maryland
$25K
CAM
238
Close Asset Management
United Kingdom
$23K
BWP
239
Baldwin Wealth Partners
Massachusetts
$22K
PFO
240
Pathstone Family Office
New Jersey
$18K +$17.8K +332 New
EIP
241
Ellis Investment Partners
Pennsylvania
$17K +$17.4K +324 New
CFD
242
Creative Financial Designs
Indiana
$16K +$10.7K +200 +250%
DWA
243
Dougherty Wealth Advisers
Minnesota
$16K +$16.1K +300 New
TPWA
244
TRUE Private Wealth Advisors
Oregon
$15K +$15.7K +292 New
LWM
245
Liberty Wealth Management
California
$11K -$72.1K -1,342 -87%
TC
246
Truvestments Capital
Florida
$8K
CAC
247
Certified Advisory Corp
Florida
$7K
MWM
248
Merriman Wealth Management
Washington
$5.54K
BFEC
249
Benjamin F. Edwards & Company
Missouri
$5K
DOA
250
D'Orazio & Associates
Virginia
$5K