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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
276
Global Retirement Partners
California
$75K -$53.6K -964 -43%
AA
277
Ancora Advisors
Ohio
$68K
PAIM
278
Punch & Associates Investment Management
Minnesota
$64K -$5.56K -100 -8%
MPCG
279
Matrix Private Capital Group
New York
$60K
MFT
280
Moisand Fitzgerald Tamayo
Florida
$49K -$5.67K -102 -11%
LWM
281
Liberty Wealth Management
California
$49K
BBA
282
Braun-Bostich & Associates
Pennsylvania
$44K -$604K -10,874 -94%
HI
283
Hudock Inc
Pennsylvania
$44K +$111 +2 +0.3%
ATC
284
Adirondack Trust Company
New York
$41K
SIS
285
SVB Investment Services
Utah
$32K
BDWM
286
Brewin Dolphin Wealth Management
Ireland
$28.3K +$26.7K +480 New
MIFH
287
Migdal Insurance & Financial Holdings
Israel
$28K
BA
288
Ballast Advisors
Minnesota
$27K
SSB
289
Sandy Spring Bank
Maryland
$27K
WP
290
WealthShield Partners
North Carolina
$27K +$11.8K +212 +88%
BWP
291
Baldwin Wealth Partners
Massachusetts
$24K
CWP
292
CFM Wealth Partners
Texas
$21K
HWA
293
HHM Wealth Advisors
Tennessee
$21K +$2.33K +42 +13%
RCA
294
Rowland Carmichael Advisors
Arizona
$20K -$4K -72 -18%
DWA
295
Dougherty Wealth Advisers
Minnesota
$18K
KPW
296
Kore Private Wealth
New York
$18K
EIP
297
Ellis Investment Partners
Pennsylvania
$16K
FP
298
Financial Perspectives
Minnesota
$15.7K +$14.8K +266 New
VFA
299
Valeo Financial Advisors
Indiana
$15K
AssetMark Inc
300
AssetMark Inc
California
$13K +$556 +10 +5%