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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPA
251
Old Port Advisors
Maine
$410K -$54.6K -701 -11%
APW
252
Aurora Private Wealth
New Jersey
$409K +$1.09K +14 +0.2%
FFG
253
Frisch Financial Group
New York
$407K +$1.17K +15 +0.3%
DADC
254
D.A. Davidson & Co
Montana
$403K +$60.7K +779 +16%
SWA
255
Stratos Wealth Advisors
Ohio
$403K +$437K +5,606 New
Members Trust
256
Members Trust
Florida
$398K -$3.97K -51 -0.9%
FHA
257
Flagship Harbor Advisors
Massachusetts
$394K -$10.7K -138 -2%
VWM
258
Venturi Wealth Management
Texas
$390K +$422K +5,418 New
CA
259
CoreCap Advisors
Michigan
$388K +$206K +2,641 +96%
APA
260
American Portfolios Advisors
New York
$384K +$40K +513 +11%
HPC
261
HM Payson & Co
Maine
$381K +$16.7K +215 +4%
FIA
262
Foundations Investment Advisors
Arizona
$379K -$9.19K -118 -2%
PA
263
Parkside Advisors
California
$377K +$78 +1 +0%
PFM
264
Peak Financial Management
Massachusetts
$376K +$104K +1,330 +34%
MC
265
Miramar Capital
Illinois
$372K +$4.28K +55 +1%
SFMG
266
Sage Financial Management Group
Virginia
$369K
BC
267
Bartlett & Co
Ohio
$365K
EDRIA
268
Edmonds Duncan Registered Investment Advisors
Kansas
$365K +$46.9K +602 +13%
BCWM
269
Bartlett & Co Wealth Management
Ohio
$365K
BA
270
Bridgewater Advisors
New York
$359K +$15K +193 +4%
TWM
271
Titus Wealth Management
California
$352K -$5.45K -70 -1%
AG
272
Ascent Group
Virginia
$351K +$350K +4,498 New
LWA
273
Lowe Wealth Advisors
Maryland
$350K -$21.7K -279 -5%
CAG
274
Crestwood Advisors Group
Massachusetts
$346K -$1.17K -15 -0.3%
CC
275
Callan Capital
California
$345K -$46.6K -598 -11%