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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
226
BNP Paribas Financial Markets
France
$551K -$154K -1,977 -21%
CPFP
227
Clear Perspectives Financial Planning
Ohio
$549K -$593K -7,610 -50%
MA
228
Mutual Advisors
Nebraska
$548K +$594K +7,626 New
AIM
229
Acropolis Investment Management
Missouri
$545K
WCWM
230
Willow Creek Wealth Management
California
$544K
WP
231
WealthShield Partners
North Carolina
$533K +$14.9K +191 +3%
SWM
232
SigFig Wealth Management
California
$532K +$985K +12,641 +153%
WS
233
Wedbush Securities
California
$531K +$235K +3,018 +69%
LC
234
Lindbrook Capital
California
$518K +$122K +1,560 +28%
CAM
235
Cresset Asset Management
Illinois
$515K +$557K +7,156 New
CCA
236
Cobblestone Capital Advisors
New York
$513K
FFA
237
First Foundation Advisors
California
$506K +$105K +1,344 +24%
BF
238
Brooklyn FI
New York
$492K -$509K -6,534 -96%
TNBTD
239
Trustmark National Bank Trust Department
Mississippi
$489K
D
240
Dentgroup
Louisiana
$484K +$150K +1,923 +40%
AF
241
Advisornet Financial
Minnesota
$469K +$7.95K +102 +2%
WFA
242
West Financial Advisors
Iowa
$464K
ECM
243
Evergreen Capital Management
Washington
$456K -$193K -2,475 -28%
CA
244
Cetera Advisors
Colorado
$451K +$53.4K +685 +12%
OBWG
245
Onyx Bridge Wealth Group
New York
$447K +$10.2K +131 +2%
KNW
246
Kesler Norman & Wride
Utah
$436K -$5.45K -70 -1%
WWG
247
West Wealth Group
California
$433K +$67.5K +867 +17%
TIA
248
Traphagen Investment Advisors
New Jersey
$427K +$467 +6 +0.1%
VWA
249
VERITY Wealth Advisors
United States
$426K
MA
250
Momentum Advisors
New York
$424K +$459K +5,894 New