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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
226
Sowell Financial Services
Arkansas
$329K -$6.71K -99 -2%
DJSG
227
D.J. St. Germain
Massachusetts
$328K +$84.2K +1,242 +37%
WFA
228
West Financial Advisors
Iowa
$326K +$309K +4,557 New
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$325K -$20.3K -300 -6%
OWA
230
One Wealth Advisors
California
$323K +$306K +4,518 New
PWP
231
Principle Wealth Partners
Connecticut
$322K +$305K +4,497 New
WCFA
232
Walkner Condon Financial Advisors
Wisconsin
$318K +$301K +4,442 New
EWA
233
EP Wealth Advisors
California
$315K +$55.3K +816 +23%
WTC
234
WhitTier Trust Company
Nevada
$315K +$67.1K +990 +29%
CAM
235
Close Asset Management
United Kingdom
$312K
LWA
236
Lenox Wealth Advisors
New York
$310K +$13K +192 +5%
EDRIA
237
Edmonds Duncan Registered Investment Advisors
Kansas
$310K +$20.5K +303 +8%
GSWM
238
Golden State Wealth Management
California
$296K +$280K +4,139 New
HBT
239
Hills Bank & Trust
Iowa
$293K
LRIA
240
Leonard Rickey Investment Advisors
Washington
$292K
AG
241
Appleton Group
Wisconsin
$289K +$40.8K +602 +18%
WF
242
WoodTrust Financial
Wisconsin
$281K -$20.2K -298 -7%
TIA
243
Traphagen Investment Advisors
New Jersey
$278K -$542 -8 -0.2%
PFM
244
Peak Financial Management
Massachusetts
$275K +$2.71K +40 +1%
BWM
245
BerganKDV Wealth Management
Minnesota
$273K -$68 -1 -0%
GAM
246
Gould Asset Management
California
$272K -$9.49K -140 -4%
MA
247
MUFG Americas
New York
$272K
PA
248
Prism Advisors
California
$271K +$11.4K +168 +5%
GW
249
GW & Wade
Massachusetts
$270K +$255K +3,769 New
FCI
250
Financial Counselors Inc
Kansas
$269K