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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
226
Flagship Harbor Advisors
Massachusetts
$907K +$88K +788 +11%
AIM
227
Acropolis Investment Management
Missouri
$897K -$5.92K -53 -0.6%
RBC
228
Romano Brothers & Co
Illinois
$891K -$2.23K -20 -0.2%
HCA
229
Heck Capital Advisors
Wisconsin
$887K -$9.5K -85 -1%
FPF
230
First Pacific Financial
Washington
$881K +$511K +4,577 +134%
FCI
231
Financial Counselors Inc
Kansas
$852K -$20.3K -182 -2%
MG
232
Mather Group
Illinois
$850K -$6.26K -56 -0.7%
HA
233
Harfst & Associates
Wyoming
$843K -$14K -125 -2%
CCA
234
Cobblestone Capital Advisors
New York
$842K
RL
235
Rogco LP
Oklahoma
$841K -$9.94K -89 -1%
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$818K +$216K +1,931 +35%
CAM
237
Carret Asset Management
New York
$816K -$303K -2,714 -27%
WCWM
238
Willow Creek Wealth Management
California
$811K -$559 -5 -0.1%
VWA
239
VERITY Wealth Advisors
United States
$805K
HI
240
Harbour Investments
Wisconsin
$802K +$3.69K +33 +0.5%
HBT
241
Hills Bank & Trust
Iowa
$802K
SWP
242
Sagespring Wealth Partners
Tennessee
$801K +$812K +7,270 New
Susquehanna International Group
243
Susquehanna International Group
Pennsylvania
$801K -$1.19M -10,688 -60%
HFF
244
Halter Ferguson Financial
Indiana
$798K +$2.9K +26 +0.4%
KFSC
245
Keystone Financial Services (Colorado)
Colorado
$798K +$335 +3 +0%
BW
246
BIP Wealth
Georgia
$783K
ZF
247
Zhang Financial
Michigan
$778K
PWP
248
Principle Wealth Partners
Connecticut
$777K
BIA
249
Bigelow Investment Advisors
Maine
$772K -$116K -1,038 -13%
OWCM
250
One Wealth Capital Management
Arizona
$760K +$771K +6,897 New