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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RG
276
Retirement Group
California
$92K
CT
277
Caldwell Trust
Florida
$91.5K
MAWCM
278
Mine & Arao Wealth Creation & Management
California
$91K -$6.19K -98 -6%
APA
279
American Portfolios Advisors
New York
$87.8K +$4.67K +74 +6%
GWM
280
Geneos Wealth Management
Colorado
$86K
TCM
281
TD Capital Management
Tennessee
$84K -$3.79K -60 -4%
AssetMark Inc
282
AssetMark Inc
California
$84K +$68.6K +1,086 +494%
IA
283
IFP Advisors
Florida
$80K -$2.78K -44 -3%
PAI
284
Pittenger & Anderson Inc
Nebraska
$74K -$76K -1,204 -51%
AA
285
Ancora Advisors
Ohio
$74K
GRP
286
Global Retirement Partners
California
$73K -$8.71K -138 -11%
PAIM
287
Punch & Associates Investment Management
Minnesota
$69K
MPCG
288
Matrix Private Capital Group
New York
$65K
F
289
F3Logic
Minnesota
$61.4K +$60.6K +960 New
LWM
290
Liberty Wealth Management
California
$53K
MFT
291
Moisand Fitzgerald Tamayo
Florida
$49K -$4.42K -70 -8%
BBA
292
Braun-Bostich & Associates
Pennsylvania
$48K
HI
293
Hudock Inc
Pennsylvania
$47K +$253 +4 +0.5%
ATC
294
Adirondack Trust Company
New York
$42K
SIS
295
SVB Investment Services
Utah
$35K
AA
296
Advisory Alpha
Michigan
$34K +$32.8K +520 New
KTC
297
Kistler-Tiffany Companies
Pennsylvania
$33K +$24.8K +392 +311%
BDWM
298
Brewin Dolphin Wealth Management
Ireland
$30.7K
MIFH
299
Migdal Insurance & Financial Holdings
Israel
$30K
BA
300
Ballast Advisors
Minnesota
$29K