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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
G
226
GenTrust
Florida
$251K -$37.3K -590 -13%
TIA
227
Traphagen Investment Advisors
New Jersey
$249K +$17.6K +278 +8%
BWM
228
BerganKDV Wealth Management
Minnesota
$244K +$126 +2 +0.1%
PFM
229
Peak Financial Management
Massachusetts
$244K +$240K +3,808 New
EDRIA
230
Edmonds Duncan Registered Investment Advisors
Kansas
$243K
MA
231
MUFG Americas
New York
$243K
FCI
232
Financial Counselors Inc
Kansas
$241K +$2.9K +46 +1%
TCOV
233
Trust Company of Vermont
Vermont
$240K -$4.67K -74 -2%
Vanguard Personalized Indexing Management
234
Vanguard Personalized Indexing Management
California
$240K +$237K +3,754 New
EFSCE
235
Enterprise Financial Services Corp (EFSC)
Missouri
$239K -$25.3K -400 -10%
AC
236
Abbrea Capital
California
$239K
PCA
237
Personal Capital Advisors
California
$236K -$34.7K -550 -13%
HCA
238
Heck Capital Advisors
Wisconsin
$236K +$3.41K +54 +1%
PTC
239
Private Trust Company
Ohio
$232K
ACA
240
Aptus Capital Advisors
Alabama
$232K +$100K +1,586 +78%
PA
241
Prism Advisors
California
$231K -$164K -2,598 -42%
RFC
242
Regions Financial Corp
Alabama
$230K
EWA
243
EP Wealth Advisors
California
$229K +$226K +3,584 New
AWA
244
Arete Wealth Advisors
Illinois
$227K +$1.26K +20 +0.6%
SFA
245
Sequoia Financial Advisors
Ohio
$221K
LSA
246
Lion Street Advisors
Texas
$221K +$216K +3,420 New
AG
247
Appleton Group
Wisconsin
$220K +$217K +3,440 New
WTC
248
WhitTier Trust Company
Nevada
$219K
BA
249
Ballew Advisors
Mississippi
$216K +$210K +3,328 New
DJSG
250
D.J. St. Germain
Massachusetts
$213K +$211K +3,336 New