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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
251
WoodTrust Financial
Wisconsin
$394K +$123K +1,637 +39%
APW
252
Aurora Private Wealth
New Jersey
$381K – – –
FFG
253
Frisch Financial Group
New York
$380K +$300 +4 +0.1%
HPC
254
HM Payson & Co
Maine
$380K +$28.1K +375 +7%
WIA
255
World Investment Advisors
California
$379K +$104K +1,388 +32%
CA
256
CoreCap Advisors
Michigan
$376K +$16.2K +216 +4%
PFM
257
Peak Financial Management
Massachusetts
$376K +$28.8K +384 +7%
Citigroup
258
Citigroup
New York
$372K +$209K +2,781 +100%
Members Trust
259
Members Trust
Florida
$371K – – –
OPA
260
Old Port Advisors
Maine
$370K -$28.8K -384 -7%
FHA
261
Flagship Harbor Advisors
Massachusetts
$368K +$1.28K +17 +0.3%
BG
262
Bahl & Gaynor
Ohio
$368K +$413K +5,496 New
AWM
263
Avior Wealth Management
Nebraska
$367K +$412K +5,491 New
VWM
264
Venturi Wealth Management
Texas
$361K -$2.55K -34 -0.6%
SWA
265
Stratos Wealth Advisors
Ohio
$357K -$20.9K -278 -5%
KCM
266
Karp Capital Management
California
$347K +$389K +5,184 New
BC
267
Bartlett & Co
Ohio
$340K – – –
EDRIA
268
Edmonds Duncan Registered Investment Advisors
Kansas
$340K – – –
CT
269
Cambridge Trust
Massachusetts
$340K +$93.1K +1,241 +32%
BCWM
270
Bartlett & Co Wealth Management
Ohio
$340K – – –
AG
271
Ascent Group
Virginia
$324K +$1.58K +21 +0.5%
CAG
272
Crestwood Advisors Group
Massachusetts
$323K – – –
DADC
273
D.A. Davidson & Co
Montana
$322K -$59.7K -795 -14%
CC
274
Callan Capital
California
$321K – – –
PCM
275
Parsons Capital Management
Rhode Island
$319K -$751 -10 -0.2%