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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Advisornet Financial
Minnesota
$674K -$10.9K -104 -2%
BF
252
Brooklyn FI
New York
$671K – – –
BCM
253
Brookstone Capital Management
Illinois
$671K -$20K -191 -3%
CC
254
Copperleaf Capital
North Carolina
$665K -$5.56K -53 -0.9%
KNW
255
Kesler Norman & Wride
Utah
$663K -$2.1K -20 -0.3%
RA
256
RFG Advisory
Alabama
$657K +$633K +6,042 New
RFA
257
Rollins Financial Advisors
New York
$657K – – –
MCCP
258
Mission Creek Capital Partners
California
$647K -$1.05K -10 -0.2%
FCM
259
Fortis Capital Management
Washington
$646K +$1.99K +19 +0.3%
BCWM
260
Bartlett & Co Wealth Management
Ohio
$646K +$50.1K +478 +9%
Jones Financial Companies
261
Jones Financial Companies
Missouri
$640K +$433K +4,132 +235%
FFG
262
Frisch Financial Group
New York
$633K +$1.89K +18 +0.3%
RIS
263
Retirement Income Solutions
Michigan
$626K – – –
MCC
264
Maiden Cove Capital
Maine
$622K +$98.7K +941 +20%
APW
265
Aurora Private Wealth
New Jersey
$621K +$1.89K +18 +0.3%
TIA
266
Traphagen Investment Advisors
New Jersey
$609K -$3.98K -38 -0.7%
Renaissance Technologies
267
Renaissance Technologies
New York
$609K -$189K -1,800 -24%
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$607K +$4.09K +39 +0.7%
P
269
&Partners
Tennessee
$606K +$315 +3 +0.1%
MBT
270
Montecito Bank & Trust
California
$592K – – –
GSEP
271
Golden State Equity Partners
California
$591K +$75K +715 +15%
MYIA
272
Mount Yale Investment Advisors
Colorado
$585K -$121K -1,157 -18%
WAM
273
WNY Asset Management
New York
$585K -$109K -1,039 -16%
OIA
274
OneDigital Investment Advisors
Kansas
$583K -$1.64M -15,644 -74%
Members Trust
275
Members Trust
Florida
$582K – – –