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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZCI
226
Zevenbergen Capital Investments
Washington
$552K – – –
BNP Paribas Financial Markets
227
BNP Paribas Financial Markets
France
$551K -$154K -1,977 -21%
CPFP
228
Clear Perspectives Financial Planning
Ohio
$549K -$593K -7,610 -50%
MA
229
Mutual Advisors
Nebraska
$548K +$594K +7,626 New
AIM
230
Acropolis Investment Management
Missouri
$545K – – –
WCWM
231
Willow Creek Wealth Management
California
$544K – – –
WP
232
WealthShield Partners
North Carolina
$533K +$14.9K +191 +3%
SWM
233
SigFig Wealth Management
California
$532K +$985K +12,641 +153%
WS
234
Wedbush Securities
California
$531K +$235K +3,018 +69%
LC
235
Lindbrook Capital
California
$518K +$122K +1,560 +28%
CAM
236
Cresset Asset Management
Illinois
$515K +$557K +7,156 New
CCA
237
Cobblestone Capital Advisors
New York
$513K – – –
FFA
238
First Foundation Advisors
California
$506K +$105K +1,344 +24%
BF
239
Brooklyn FI
New York
$492K -$509K -6,534 -96%
TNBTD
240
Trustmark National Bank Trust Department
Mississippi
$489K – – –
D
241
Dentgroup
Louisiana
$484K +$150K +1,923 +40%
AF
242
Advisornet Financial
Minnesota
$469K +$7.95K +102 +2%
WFA
243
West Financial Advisors
Iowa
$464K – – –
ECM
244
Evergreen Capital Management
Washington
$456K -$193K -2,475 -28%
CA
245
Cetera Advisors
Colorado
$451K +$53.4K +685 +12%
OBWG
246
Onyx Bridge Wealth Group
New York
$447K +$10.2K +131 +2%
KNW
247
Kesler Norman & Wride
Utah
$436K -$5.45K -70 -1%
WWG
248
West Wealth Group
California
$433K +$67.5K +867 +17%
TIA
249
Traphagen Investment Advisors
New Jersey
$427K +$467 +6 +0.1%
VWA
250
VERITY Wealth Advisors
United States
$426K – – –