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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
226
World Investment Advisors
California
$929K -$35.5K -318 -4%
WA
227
Wealth Alliance
New York
$917K -$189K -1,689 -17%
FHA
228
Flagship Harbor Advisors
Massachusetts
$907K +$88K +788 +11%
AIM
229
Acropolis Investment Management
Missouri
$897K -$5.92K -53 -0.6%
RBC
230
Romano Brothers & Co
Illinois
$891K -$2.23K -20 -0.2%
FPF
231
First Pacific Financial
Washington
$881K +$511K +4,577 +134%
FCI
232
Financial Counselors Inc
Kansas
$852K -$20.3K -182 -2%
MG
233
Mather Group
Illinois
$850K -$6.26K -56 -0.7%
HA
234
Harfst & Associates
Wyoming
$843K -$14K -125 -2%
CCA
235
Cobblestone Capital Advisors
New York
$842K – – –
RL
236
Rogco LP
Oklahoma
$841K -$9.94K -89 -1%
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$818K +$216K +1,931 +35%
CAM
238
Carret Asset Management
New York
$816K -$303K -2,714 -27%
WCWM
239
Willow Creek Wealth Management
California
$811K -$559 -5 -0.1%
VWA
240
VERITY Wealth Advisors
United States
$805K – – –
HI
241
Harbour Investments
Wisconsin
$802K +$3.69K +33 +0.5%
HBT
242
Hills Bank & Trust
Iowa
$802K – – –
SWP
243
Sagespring Wealth Partners
Tennessee
$801K +$812K +7,270 New
Susquehanna International Group
244
Susquehanna International Group
Pennsylvania
$801K -$1.19M -10,688 -60%
HFF
245
Halter Ferguson Financial
Indiana
$798K +$2.9K +26 +0.4%
KFSC
246
Keystone Financial Services (Colorado)
Colorado
$798K +$335 +3 +0%
BW
247
BIP Wealth
Georgia
$783K – – –
ZF
248
Zhang Financial
Michigan
$778K – – –
PWP
249
Principle Wealth Partners
Connecticut
$777K – – –
BIA
250
Bigelow Investment Advisors
Maine
$772K -$116K -1,038 -13%