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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
$466K – – –
PBO
252
Peoples Bank (Ohio)
Ohio
$463K -$65.8K -776 -12%
APW
253
Aurora Private Wealth
New Jersey
$458K – – –
ACA
254
Aptus Capital Advisors
Alabama
$453K -$20.7K -244 -4%
TIA
255
Traphagen Investment Advisors
New Jersey
$445K – – –
GA
256
Geller Advisors
New York
$441K – – –
FCI
257
Financial Counselors Inc
Kansas
$440K – – –
Members Trust
258
Members Trust
Florida
$439K – – –
CFGS
259
Concourse Financial Group Securities
Alabama
$437K +$22.6K +267 +5%
RA
260
Rockingstone Advisors
Massachusetts
$430K – – –
ZCI
261
Zevenbergen Capital Investments
Washington
$426K -$152K -1,788 -25%
WTC
262
WhitTier Trust Company
Nevada
$422K – – –
BC
263
Bartlett & Co
Ohio
$415K – – –
BCWM
264
Bartlett & Co Wealth Management
Ohio
$415K – – –
EDRIA
265
Edmonds Duncan Registered Investment Advisors
Kansas
$414K – – –
LC
266
Lindbrook Capital
California
$410K -$848 -10 -0.2%
CPRC
267
Consolidated Portfolio Review Corp
New York
$403K +$5.17K +61 +1%
AWG
268
Altus Wealth Group
Colorado
$401K -$254K -2,997 -38%
PCM
269
Parsons Capital Management
Rhode Island
$399K – – –
MSWMA
270
Market Street Wealth Management Advisors
Indiana
$397K -$8.31K -98 -2%
CC
271
Copperleaf Capital
North Carolina
$392K +$5K +59 +1%
CC
272
Callan Capital
California
$391K – – –
MFA
273
Mayflower Financial Advisors
Massachusetts
$390K -$6.11K -72 -1%
AG
274
Ascent Group
Virginia
$389K +$40.8K +481 +11%
VWM
275
Venturi Wealth Management
Texas
$388K -$14K -165 -3%