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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
251
Citizens Financial Group
Rhode Island
$668K +$634K +6,624 New
FCI
252
Financial Counselors Inc
Kansas
$643K -$2.2K -23 -0.4%
PFM
253
Peak Financial Management
Massachusetts
$634K -$1.91K -20 -0.3%
AF
254
Advisornet Financial
Minnesota
$630K -$41.7K -436 -7%
AL
255
Aspiriant LLC
California
$629K +$597K +6,238 New
BF
256
Brooklyn FI
New York
$626K -$53.6K -560 -8%
KNW
257
Kesler Norman & Wride
Utah
$612K
RFA
258
Rollins Financial Advisors
New York
$608K
FHA
259
Flagship Harbor Advisors
Massachusetts
$604K +$1.05K +11 +0.2%
TRCT
260
Tower Research Capital (TRC)
New York
$601K +$536K +5,601 +1,565%
MFIM
261
Mesirow Financial Investment Management
Illinois
$585K -$62.6K -654 -10%
FFG
262
Frisch Financial Group
New York
$583K +$1.34K +14 +0.2%
WWM
263
Western Wealth Management
Colorado
$582K -$10.6K -111 -2%
HPC
264
HM Payson & Co
Maine
$582K
CC
265
Copperleaf Capital
North Carolina
$573K +$6.6K +69 +1%
APW
266
Aurora Private Wealth
New Jersey
$572K +$1.34K +14 +0.2%
TIA
267
Traphagen Investment Advisors
New Jersey
$568K +$14.7K +154 +3%
WWG
268
West Wealth Group
California
$554K -$26.2K -274 -5%
BCWM
269
Bartlett & Co Wealth Management
Ohio
$551K +$23.9K +250 +5%
MBT
270
Montecito Bank & Trust
California
$549K +$521K +5,443 New
Members Trust
271
Members Trust
Florida
$542K -$1.63K -17 -0.3%
VWM
272
Venturi Wealth Management
Texas
$529K -$54.6K -571 -10%
WTC
273
WhitTier Trust Company
Nevada
$523K
AA
274
Addison Advisors
Vermont
$517K -$32.8K -343 -6%
LC
275
Lindbrook Capital
California
$508K