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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
251
Old Second National Bank of Aurora
Illinois
$839K +$832K +6,511 New
Baird Financial Group
252
Baird Financial Group
Wisconsin
$837K -$395K -3,094 -32%
SPC
253
Sigma Planning Corp
Michigan
$835K +$255 +2 +0%
BCM
254
Brookstone Capital Management
Illinois
$835K -$5.24K -41 -0.6%
HFF
255
Halter Ferguson Financial
Indiana
$833K -$11K -86 -1%
KFSC
256
Keystone Financial Services (Colorado)
Colorado
$832K -$20.2K -158 -2%
OWCM
257
One Wealth Capital Management
Arizona
$831K -$95.8K -750 -10%
VWA
258
VERITY Wealth Advisors
United States
$819K -$121K -944 -13%
PFM
259
Peak Financial Management
Massachusetts
$814K
EW
260
Elyxium Wealth
California
$812K +$805K +6,300 New
WWM
261
Western Wealth Management
Colorado
$811K +$225K +1,759 +39%
Brown Advisory
262
Brown Advisory
Maryland
$806K +$799K +6,258 New
MWM
263
Meridian Wealth Management
Kentucky
$798K
GSWM
264
Golden State Wealth Management
California
$797K +$29.1K +228 +4%
AIM
265
Archer Investment Management
Texas
$794K +$787K +6,161 New
LWA
266
Lifelong Wealth Advisors
Minnesota
$791K +$150K +1,171 +24%
RFP
267
RCS Financial Planning
Maryland
$788K +$234K +1,832 +43%
KNW
268
Kesler Norman & Wride
Utah
$785K -$894 -7 -0.1%
GFA
269
Godfrey Financial Associates
New York
$783K +$777K +6,081 New
ZCI
270
Zevenbergen Capital Investments
Washington
$783K
RFA
271
Rollins Financial Advisors
New York
$777K
FCM
272
Fortis Capital Management
Washington
$775K +$2.17K +17 +0.3%
TF
273
Theory Financial
Colorado
$774K +$18.3K +143 +2%
OC
274
Oarsman Capital
Wisconsin
$770K +$764K +5,980 New
WAP
275
Wealth Analytics Partners
California
$767K +$760K +5,950 New