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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EI
251
Ellevest Inc
New York
$466K
FFG
252
Frisch Financial Group
New York
$466K
PBO
253
Peoples Bank (Ohio)
Ohio
$463K -$65.8K -776 -12%
APW
254
Aurora Private Wealth
New Jersey
$458K
ACA
255
Aptus Capital Advisors
Alabama
$453K -$20.7K -244 -4%
TIA
256
Traphagen Investment Advisors
New Jersey
$445K
GA
257
Geller Advisors
New York
$441K
FCI
258
Financial Counselors Inc
Kansas
$440K
Members Trust
259
Members Trust
Florida
$439K
CFGS
260
Concourse Financial Group Securities
Alabama
$437K +$22.6K +267 +5%
RA
261
Rockingstone Advisors
Massachusetts
$430K
ZCI
262
Zevenbergen Capital Investments
Washington
$426K -$152K -1,788 -25%
WTC
263
WhitTier Trust Company
Nevada
$422K
BC
264
Bartlett & Co
Ohio
$415K
BCWM
265
Bartlett & Co Wealth Management
Ohio
$415K
EDRIA
266
Edmonds Duncan Registered Investment Advisors
Kansas
$414K
LC
267
Lindbrook Capital
California
$410K -$848 -10 -0.2%
CPRC
268
Consolidated Portfolio Review Corp
New York
$403K +$5.17K +61 +1%
AWG
269
Altus Wealth Group
Colorado
$401K -$254K -2,997 -38%
PCM
270
Parsons Capital Management
Rhode Island
$399K
MSWMA
271
Market Street Wealth Management Advisors
Indiana
$397K -$8.31K -98 -2%
CC
272
Copperleaf Capital
North Carolina
$392K +$5K +59 +1%
CC
273
Callan Capital
California
$391K
MFA
274
Mayflower Financial Advisors
Massachusetts
$390K -$6.11K -72 -1%
AG
275
Ascent Group
Virginia
$389K +$40.8K +481 +11%