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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
251
Atlas Capital Advisors
Wyoming
$212K
JFA
252
JNBA Financial Advisors
Minnesota
$210K
MFG
253
Merit Financial Group
Georgia
$209K +$206K +3,270 New
JIC
254
Johnson Investment Counsel
Ohio
$205K +$202K +3,206 New
FTUS
255
Flow Traders U.S.
New York
$201K +$198K +3,140 New
SIAP
256
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$192K -$57.6K -912 -23%
SFSG
257
Stearns Financial Services Group
North Carolina
$179K +$631 +10 +0.4%
NFG
258
Next Financial Group
Texas
$178K +$175K +2,776 New
Bessemer Group
259
Bessemer Group
New Jersey
$175K
CFD
260
Creative Financial Designs
Indiana
$162K +$160K +2,538 New
FCM
261
Firestone Capital Management
Florida
$151K
WCG
262
Weaver Consulting Group
California
$146K
FWM
263
Focused Wealth Management
New York
$134K -$10.6K -168 -7%
PP
264
PrairieView Partners
Minnesota
$134K
Fidelity Investments
265
Fidelity Investments
Massachusetts
$134K +$30.6K +484 +30%
AWM
266
AllSquare Wealth Management
New York
$132K
HR
267
Howe & Rusling
New York
$130K -$7.07K -112 -5%
LWCFA
268
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K -$49.9K -790 -29%
FDCDDQ
269
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K -$26.5K -420 -18%
AF
270
Affiance Financial
Minnesota
$123K
BA
271
Bristlecone Advisors
Washington
$123K +$121K +1,920 New
FWP
272
FAS Wealth Partners
Kansas
$121K +$631 +10 +0.5%
FHA
273
Flagship Harbor Advisors
Massachusetts
$107K
CT
274
Clearstead Trust
Maine
$99K
BWA
275
Burt Wealth Advisors
Maryland
$96K +$94.7K +1,500 New