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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
$777K – – –
LIA
252
LifePlan Investment Advisors
North Carolina
$766K -$21.3K -176 -3%
ZCI
253
Zevenbergen Capital Investments
Washington
$765K – – –
RFA
254
Rollins Financial Advisors
New York
$760K – – –
FCM
255
Fortis Capital Management
Washington
$756K +$1.69K +14 +0.2%
GSWM
256
Golden State Wealth Management
California
$751K -$6.29K -52 -0.9%
FFG
257
Frisch Financial Group
New York
$740K +$1.69K +14 +0.2%
UIA
258
Ulland Investment Advisors
Minnesota
$737K -$19.3K -160 -3%
MBT
259
Montecito Bank & Trust
California
$730K +$701K +5,798 New
TF
260
Theory Financial
Colorado
$729K -$21K -174 -3%
BCWM
261
Bartlett & Co Wealth Management
Ohio
$726K – – –
EWA
262
EverSource Wealth Advisors
Alabama
$718K -$34.5K -285 -5%
HAP
263
Harbor Asset Planning
Massachusetts
$711K -$40K -331 -6%
BlackRock
264
BlackRock
New York
$710K -$1.94K -16 -0.3%
CAM
265
Carret Asset Management
New York
$705K – – –
OPWM
266
Oregon Pacific Wealth Management
Oregon
$694K -$25.4K -210 -4%
AC
267
AlphaCore Capital
California
$689K +$121 +1 +0%
WAM
268
WNY Asset Management
New York
$688K +$10.5K +87 +2%
BIA
269
Bigelow Investment Advisors
Maine
$685K -$89.4K -739 -12%
JWCA
270
J.W. Cole Advisors
Florida
$679K +$9.19K +76 +1%
WP
271
WealthShield Partners
North Carolina
$678K -$4.84K -40 -0.7%
PIA
272
Perennial Investment Advisors
California
$674K -$4.96K -41 -0.8%
Members Trust
273
Members Trust
Florida
$674K – – –
KNW
274
Kesler Norman & Wride
Utah
$672K – – –
FF
275
Finley Financial
Nevada
$666K – – –