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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
251
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$163K -$390K -7,010 -72%
Bessemer Group
252
Bessemer Group
New Jersey
$161K
FDCDDQ
253
Federation des caisses Desjardins du Quebec
Quebec, Canada
$139K +$16.7K +300 +15%
FCM
254
Firestone Capital Management
Florida
$139K
PAI
255
Pittenger & Anderson Inc
Nebraska
$139K +$9.34K +168 +8%
WCG
256
Weaver Consulting Group
California
$135K
FWM
257
Focused Wealth Management
New York
$133K +$445 +8 +0.4%
HR
258
Howe & Rusling
New York
$127K
PP
259
PrairieView Partners
Minnesota
$123K
AWM
260
AllSquare Wealth Management
New York
$122K
ACA
261
Aptus Capital Advisors
Alabama
$120K +$77.7K +1,398 +216%
AF
262
Affiance Financial
Minnesota
$114K
FWP
263
FAS Wealth Partners
Kansas
$111K -$6.67K -120 -6%
FHA
264
Flagship Harbor Advisors
Massachusetts
$98K
Fidelity Investments
265
Fidelity Investments
Massachusetts
$95K +$1.78K +32 +2%
FANJ
266
Financial Architects (New Jersey)
New Jersey
$92K
CT
267
Clearstead Trust
Maine
$91K
MAWCM
268
Mine & Arao Wealth Creation & Management
California
$89K -$8.23K -148 -9%
FWM
269
Filbrandt Wealth Management
Wisconsin
$86K +$80.6K +1,450 New
RG
270
Retirement Group
California
$85K +$79.7K +1,434 New
CT
271
Caldwell Trust
Florida
$84.4K -$10K -180 -11%
TCM
272
TD Capital Management
Tennessee
$81K +$222 +4 +0.3%
GWM
273
Geneos Wealth Management
Colorado
$78K
APA
274
American Portfolios Advisors
New York
$76.6K -$2.89K -52 -4%
IA
275
IFP Advisors
Florida
$76K