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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAI
226
Pittenger & Anderson Inc
Nebraska
$123K +$15.5K +280 +15%
Bessemer Group
227
Bessemer Group
New Jersey
$122K
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$116K +$116K +2,098 New
AWM
229
AllSquare Wealth Management
New York
$115K
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114K -$8.07K -146 -7%
RFWA
231
RPg Family Wealth Advisory
Massachusetts
$113K
GWM
232
Geneos Wealth Management
Colorado
$111K
GRP
233
Global Retirement Partners
California
$110K +$50.4K +912 +85%
GSWM
234
Golden State Wealth Management
California
$95K +$2.1K +38 +2%
FANJ
235
Financial Architects (New Jersey)
New Jersey
$87K +$3.21K +58 +4%
AIP
236
Ameritas Investment Partners
Nebraska
$87K +$56.1K +1,016 +178%
CT
237
Clearstead Trust
Maine
$86K
DP
238
Denver PWM
Colorado
$79.1K +$79.1K +1,432 New
TCM
239
TD Capital Management
Tennessee
$75K +$221 +4 +0.3%
SCA
240
Stuart Chaussee & Associates
California
$62K
FEG
241
Financial Enhancement Group
Indiana
$61K
MFT
242
Moisand Fitzgerald Tamayo
Florida
$55K
IA
243
IFP Advisors
Florida
$49K +$49.7K +900 New
HI
244
Hudock Inc
Pennsylvania
$40K +$111 +2 +0.3%
LWA
245
Lenox Wealth Advisors
New York
$39K -$35.3K -638 -48%
ATC
246
Adirondack Trust Company
New York
$37K
Fidelity Investments
247
Fidelity Investments
Massachusetts
$32K +$5.42K +98 +20%
ACA
248
Aptus Capital Advisors
Alabama
$31K +$31.3K +566 New
MIFH
249
Migdal Insurance & Financial Holdings
Israel
$26K
SSB
250
Sandy Spring Bank
Maryland
$26K