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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
251
Brooklyn FI
New York
$671K
BCM
252
Brookstone Capital Management
Illinois
$671K -$20K -191 -3%
CC
253
Copperleaf Capital
North Carolina
$665K -$5.56K -53 -0.9%
KNW
254
Kesler Norman & Wride
Utah
$663K -$2.1K -20 -0.3%
RA
255
RFG Advisory
Alabama
$657K +$633K +6,042 New
RFA
256
Rollins Financial Advisors
New York
$657K
MCCP
257
Mission Creek Capital Partners
California
$647K -$1.05K -10 -0.2%
FCM
258
Fortis Capital Management
Washington
$646K +$1.99K +19 +0.3%
BCWM
259
Bartlett & Co Wealth Management
Ohio
$646K +$50.1K +478 +9%
Jones Financial Companies
260
Jones Financial Companies
Missouri
$640K +$433K +4,132 +235%
FFG
261
Frisch Financial Group
New York
$633K +$1.89K +18 +0.3%
RIS
262
Retirement Income Solutions
Michigan
$626K
MCC
263
Maiden Cove Capital
Maine
$622K +$98.7K +941 +20%
APW
264
Aurora Private Wealth
New Jersey
$621K +$1.89K +18 +0.3%
TIA
265
Traphagen Investment Advisors
New Jersey
$609K -$3.98K -38 -0.7%
Renaissance Technologies
266
Renaissance Technologies
New York
$609K -$189K -1,800 -24%
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$607K +$4.09K +39 +0.7%
P
268
&Partners
Tennessee
$606K +$315 +3 +0.1%
MBT
269
Montecito Bank & Trust
California
$592K
MYIA
270
Mount Yale Investment Advisors
Colorado
$585K -$121K -1,157 -18%
WAM
271
WNY Asset Management
New York
$585K -$109K -1,039 -16%
OIA
272
OneDigital Investment Advisors
Kansas
$583K -$1.64M -15,644 -74%
Members Trust
273
Members Trust
Florida
$582K
MFIM
274
Mesirow Financial Investment Management
Illinois
$581K -$49.6K -473 -8%
VWM
275
Venturi Wealth Management
Texas
$573K +$1.47K +14 +0.3%