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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
251
Frisch Financial Group
New York
$380K +$300 +4 +0.1%
HPC
252
HM Payson & Co
Maine
$380K +$28.1K +375 +7%
WIA
253
World Investment Advisors
California
$379K +$104K +1,388 +32%
CA
254
CoreCap Advisors
Michigan
$376K +$16.2K +216 +4%
PFM
255
Peak Financial Management
Massachusetts
$376K +$28.8K +384 +7%
Citigroup
256
Citigroup
New York
$372K +$209K +2,781 +100%
Members Trust
257
Members Trust
Florida
$371K
OPA
258
Old Port Advisors
Maine
$370K -$28.8K -384 -7%
FHA
259
Flagship Harbor Advisors
Massachusetts
$368K +$1.28K +17 +0.3%
BG
260
Bahl & Gaynor
Ohio
$368K +$413K +5,496 New
AWM
261
Avior Wealth Management
Nebraska
$367K +$412K +5,491 New
VWM
262
Venturi Wealth Management
Texas
$361K -$2.55K -34 -0.6%
SWA
263
Stratos Wealth Advisors
Ohio
$357K -$20.9K -278 -5%
KCM
264
Karp Capital Management
California
$347K +$389K +5,184 New
BC
265
Bartlett & Co
Ohio
$340K
EDRIA
266
Edmonds Duncan Registered Investment Advisors
Kansas
$340K
CT
267
Cambridge Trust
Massachusetts
$340K +$93.1K +1,241 +32%
BCWM
268
Bartlett & Co Wealth Management
Ohio
$340K
AG
269
Ascent Group
Virginia
$324K +$1.58K +21 +0.5%
CAG
270
Crestwood Advisors Group
Massachusetts
$323K
DADC
271
D.A. Davidson & Co
Montana
$322K -$59.7K -795 -14%
CC
272
Callan Capital
California
$321K
PCM
273
Parsons Capital Management
Rhode Island
$319K -$751 -10 -0.2%
PA
274
Parkside Advisors
California
$317K -$39K -520 -10%
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$317K +$1.5K +20 +0.4%