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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Prism Advisors
California
$615K -$1.84M -21,667 -76%
MA
252
Mutual Advisors
Nebraska
$613K -$86.1K -1,015 -13%
AF
253
Advisornet Financial
Minnesota
$609K +$2.12K +25 +0.4%
BRWA
254
B. Riley Wealth Advisors
Florida
$593K -$223K -2,628 -29%
MFIM
255
Mesirow Financial Investment Management
Illinois
$588K +$548K +6,460 New
WF
256
WoodTrust Financial
Wisconsin
$584K +$46.5K +548 +9%
FCI
257
Financial Counselors Inc
Kansas
$583K +$84.6K +997 +18%
PFM
258
Peak Financial Management
Massachusetts
$575K -$1.02K -12 -0.2%
KNW
259
Kesler Norman & Wride
Utah
$552K – – –
TVAMP
260
Tennessee Valley Asset Management Partners
Tennessee
$552K +$265K +3,124 +106%
RF
261
Rollins Financial
Georgia
$549K – – –
RFA
262
Rollins Financial Advisors
New York
$549K +$512K +6,035 New
FHA
263
Flagship Harbor Advisors
Massachusetts
$545K +$18.7K +221 +4%
WWM
264
Western Wealth Management
Colorado
$536K -$42.2K -498 -8%
VWM
265
Venturi Wealth Management
Texas
$530K +$88.7K +1,045 +22%
WWG
266
West Wealth Group
California
$526K +$87.2K +1,028 +22%
HPC
267
HM Payson & Co
Maine
$525K – – –
FFG
268
Frisch Financial Group
New York
$525K +$3.56K +42 +0.7%
APW
269
Aurora Private Wealth
New Jersey
$516K +$3.48K +41 +0.7%
CC
270
Copperleaf Capital
North Carolina
$511K +$67.1K +791 +16%
PBO
271
Peoples Bank (Ohio)
Ohio
$503K -$13.9K -164 -3%
TIA
272
Traphagen Investment Advisors
New Jersey
$499K +$933 +11 +0.2%
AA
273
Addison Advisors
Vermont
$498K -$125K -1,468 -21%
Members Trust
274
Members Trust
Florida
$492K – – –
GA
275
Geller Advisors
New York
$491K +$424 +5 +0.1%