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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$121K
FWP
252
FAS Wealth Partners
Kansas
$120K +$115K +2,002 New
GRP
253
Global Retirement Partners
California
$119K
AA
254
Advisory Alpha
Michigan
$118K -$40.2K -700 -27%
AF
255
Affiance Financial
Minnesota
$116K +$111K +1,928 New
IA
256
IFP Advisors
Florida
$114K +$56.4K +982 +109%
MAWCM
257
Mine & Arao Wealth Creation & Management
California
$112K +$107K +1,864 New
CT
258
Caldwell Trust
Florida
$96.7K +$92.5K +1,610 New
Fidelity Investments
259
Fidelity Investments
Massachusetts
$95K +$57.1K +994 +170%
OPS
260
Orion Portfolio Solutions
Nebraska
$95K +$90.5K +1,576 New
FANJ
261
Financial Architects (New Jersey)
New Jersey
$94K
CT
262
Clearstead Trust
Maine
$93K
EI
263
Ellevest Inc
New York
$91K +$86.9K +1,512 New
TCM
264
TD Capital Management
Tennessee
$82K +$345 +6 +0.4%
RG
265
Retirement Group
California
$80K +$76.4K +1,330 New
PAIM
266
Punch & Associates Investment Management
Minnesota
$71K +$67.8K +1,180 New
AA
267
Ancora Advisors
Ohio
$69K +$66.1K +1,150 New
SCA
268
Stuart Chaussee & Associates
California
$67K
MPCG
269
Matrix Private Capital Group
New York
$61K +$58.7K +1,022 New
MFT
270
Moisand Fitzgerald Tamayo
Florida
$56K -$2.87K -50 -5%
FEG
271
Financial Enhancement Group
Indiana
$55K -$10.2K -178 -16%
HWM
272
Howard Wealth Management
Connecticut
$55K +$52.6K +916 New
APA
273
American Portfolios Advisors
New York
$52.7K +$26.2K +456 +109%
LWM
274
Liberty Wealth Management
California
$49K +$35.8K +624 +312%
HI
275
Hudock Inc
Pennsylvania
$44K +$115 +2 +0.3%