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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
251
EP Wealth Advisors
California
$359K – – –
WF
252
WoodTrust Financial
Wisconsin
$359K +$36.2K +450 +12%
CFSG
253
Community Financial Services Group
Vermont
$358K -$692K -8,595 -67%
CFS
254
CRA Financial Services
New Jersey
$354K – – –
VHAM
255
Van Hulzen Asset Management
California
$347K -$254K -3,162 -43%
HA
256
Harborview Advisors
Maine
$343K +$12.6K +156 +4%
APA
257
American Portfolios Advisors
New York
$340K +$76.4K +949 +30%
HBT
258
Hills Bank & Trust
Iowa
$330K – – –
TIA
259
Traphagen Investment Advisors
New Jersey
$326K +$8.45K +105 +3%
SHJ
260
Sharkey, Howes & Javer
Colorado
$325K -$255K -3,169 -45%
BA
261
Bridgewater Advisors
New York
$322K +$313K +3,885 New
TCOV
262
Trust Company of Vermont
Vermont
$320K +$38.5K +479 +14%
LRIA
263
Leonard Rickey Investment Advisors
Washington
$318K -$24.8K -308 -8%
BWM
264
BerganKDV Wealth Management
Minnesota
$316K – – –
SPIA
265
Steward Partners Investment Advisory
New York
$314K -$161K -2,007 -35%
RFC
266
Regions Financial Corp
Alabama
$312K -$8.05K -100 -3%
AC
267
Abbrea Capital
California
$309K – – –
PFM
268
Peak Financial Management
Massachusetts
$303K -$19.9K -247 -6%
GAM
269
Gould Asset Management
California
$300K -$15.3K -190 -5%
FCI
270
Financial Counselors Inc
Kansas
$300K -$4.67K -58 -2%
HCM
271
Hengehold Capital Management
Ohio
$298K – – –
AWA
272
Arete Wealth Advisors
Illinois
$288K +$6.68K +83 +2%
PO
273
Private Ocean
California
$287K – – –
SFA
274
Sequoia Financial Advisors
Ohio
$286K – – –
T. Rowe Price Associates
275
T. Rowe Price Associates
Maryland
$282K – – –