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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
226
Bessemer Group
New Jersey
$133K +$30.5K +532 +24%
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$117K +$17.2K +300 +14%
CAN
228
Claraphi Advisory Network
United States
$117K +$137K +2,394 New
FCM
229
Firestone Capital Management
Florida
$115K
WCG
230
Weaver Consulting Group
California
$111K
FWM
231
Focused Wealth Management
New York
$110K -$3.79K -66 -3%
NFG
232
Next Financial Group
Texas
$109K
GRP
233
Global Retirement Partners
California
$109K +$14.5K +252 +13%
PAI
234
Pittenger & Anderson Inc
Nebraska
$107K +$1.84K +32 +1%
HR
235
Howe & Rusling
New York
$105K -$16.1K -280 -12%
PP
236
PrairieView Partners
Minnesota
$102K +$120K +2,092 New
AWM
237
AllSquare Wealth Management
New York
$101K
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$100K
FWP
239
FAS Wealth Partners
Kansas
$97K
AF
240
Affiance Financial
Minnesota
$94K
AA
241
Advisory Alpha
Michigan
$93.2K -$9.19K -160 -8%
CAM
242
Close Asset Management
United Kingdom
$90K +$81.5K +1,420 +335%
FHA
243
Flagship Harbor Advisors
Massachusetts
$82K -$312K -5,430 -76%
MAWCM
244
Mine & Arao Wealth Creation & Management
California
$81K -$11.5K -200 -11%
CT
245
Caldwell Trust
Florida
$78.4K
Fidelity Investments
246
Fidelity Investments
Massachusetts
$77K +$115 +2 +0.1%
SW
247
SVB Wealth
Massachusetts
$76K -$1.17M -20,450 -93%
FANJ
248
Financial Architects (New Jersey)
New Jersey
$76K
CT
249
Clearstead Trust
Maine
$75K
TCM
250
TD Capital Management
Tennessee
$67K +$459 +8 +0.6%