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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
251
Orion Portfolio Solutions
Nebraska
$179K +$9.56K +172 +6%
SFSG
252
Stearns Financial Services Group
North Carolina
$165K +$1.33K +24 +0.9%
LWCFA
253
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$163K -$390K -7,010 -72%
Bessemer Group
254
Bessemer Group
New Jersey
$161K – – –
FDCDDQ
255
Federation des caisses Desjardins du Quebec
Quebec, Canada
$139K +$16.7K +300 +15%
FCM
256
Firestone Capital Management
Florida
$139K – – –
PAI
257
Pittenger & Anderson Inc
Nebraska
$139K +$9.34K +168 +8%
WCG
258
Weaver Consulting Group
California
$135K – – –
FWM
259
Focused Wealth Management
New York
$133K +$445 +8 +0.4%
HR
260
Howe & Rusling
New York
$127K – – –
PP
261
PrairieView Partners
Minnesota
$123K – – –
AWM
262
AllSquare Wealth Management
New York
$122K – – –
ACA
263
Aptus Capital Advisors
Alabama
$120K +$77.7K +1,398 +216%
AF
264
Affiance Financial
Minnesota
$114K – – –
FWP
265
FAS Wealth Partners
Kansas
$111K -$6.67K -120 -6%
FHA
266
Flagship Harbor Advisors
Massachusetts
$98K – – –
Fidelity Investments
267
Fidelity Investments
Massachusetts
$95K +$1.78K +32 +2%
FANJ
268
Financial Architects (New Jersey)
New Jersey
$92K – – –
CT
269
Clearstead Trust
Maine
$91K – – –
MAWCM
270
Mine & Arao Wealth Creation & Management
California
$89K -$8.23K -148 -9%
FWM
271
Filbrandt Wealth Management
Wisconsin
$86K +$80.6K +1,450 New
RG
272
Retirement Group
California
$85K +$79.7K +1,434 New
CT
273
Caldwell Trust
Florida
$84.4K -$10K -180 -11%
TCM
274
TD Capital Management
Tennessee
$81K +$222 +4 +0.3%
GWM
275
Geneos Wealth Management
Colorado
$78K – – –