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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
226
Romano Brothers & Co
Illinois
$841K +$75K +750 +10%
SB
227
Strategic Blueprint
Georgia
$839K -$5.5K -55 -0.7%
HA
228
Harfst & Associates
Wyoming
$831K -$40K -400 -5%
CPRC
229
Consolidated Portfolio Review Corp
New York
$830K +$71.4K +714 +10%
MSG
230
Main Street Group
Virginia
$822K
FCI
231
Financial Counselors Inc
Kansas
$818K +$150K +1,500 +24%
MG
232
Mather Group
Illinois
$816K +$806K +8,054 +20,651%
ACG
233
Allen Capital Group
Nebraska
$812K
RW
234
Rede Wealth
Virginia
$798K
CCA
235
Cobblestone Capital Advisors
New York
$793K
HI
236
Harbour Investments
Wisconsin
$778K -$33.2K -332 -4%
BRWA
237
B. Riley Wealth Advisors
Florida
$773K -$170K -1,697 -19%
BlackRock
238
BlackRock
New York
$769K -$800 -8 -0.1%
Renaissance Technologies
239
Renaissance Technologies
New York
$768K -$630K -6,300 -46%
OWMIAS
240
One Wealth Management Investment & Advisory Services
Florida
$764K -$37.4K -374 -5%
WCWM
241
Willow Creek Wealth Management
California
$759K -$2.2K -22 -0.3%
VWA
242
VERITY Wealth Advisors
United States
$758K
HBT
243
Hills Bank & Trust
Iowa
$756K
PWP
244
Principle Wealth Partners
Connecticut
$732K
KCM
245
Kathmere Capital Management
Pennsylvania
$713K
FHA
246
Flagship Harbor Advisors
Massachusetts
$709K +$83.7K +837 +14%
ZCI
247
Zevenbergen Capital Investments
Washington
$701K +$452K +4,515 +202%
HFF
248
Halter Ferguson Financial
Indiana
$681K +$214K +2,135 +48%
MYIA
249
Mount Yale Investment Advisors
Colorado
$678K -$277K -2,769 -30%
PA
250
Prism Advisors
California
$676K -$13K -130 -2%