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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
276
J.W. Burns & Co
New York
$218K +$206K +3,044 New
OPW
277
Oxler Private Wealth
New York
$217K +$206K +3,040 New
KPWG
278
KFA Private Wealth Group
Virginia
$216K +$204K +3,016 New
SIAP
279
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$215K
AWM
280
Affinity Wealth Management
Delaware
$215K +$201K +2,960 New
RDFA
281
Ritter Daniher Financial Advisory
Ohio
$215K +$203K +3,000 New
PTC
282
Private Trust Company
Ohio
$208K -$48K -708 -20%
CFD
283
Creative Financial Designs
Indiana
$191K +$9.21K +136 +5%
FCM
284
Firestone Capital Management
Florida
$169K
Bessemer Group
285
Bessemer Group
New Jersey
$162K -$31.4K -464 -17%
SWM
286
Sugarloaf Wealth Management
Georgia
$157K +$149K +2,192 New
NFG
287
Next Financial Group
Texas
$154K -$42.6K -629 -23%
PP
288
PrairieView Partners
Minnesota
$150K
FWM
289
Focused Wealth Management
New York
$150K +$136 +2 +0.1%
Fidelity Investments
290
Fidelity Investments
Massachusetts
$147K -$2.85K -42 -2%
HR
291
Howe & Rusling
New York
$146K
FDCDDQ
292
Federation des caisses Desjardins du Quebec
Quebec, Canada
$139K
AF
293
Affiance Financial
Minnesota
$138K
FWP
294
FAS Wealth Partners
Kansas
$136K +$474 +7 +0.4%
CT
295
Clearstead Trust
Maine
$136K +$24.7K +364 +24%
AWM
296
AllSquare Wealth Management
New York
$125K -$21.5K -318 -15%
AssetMark Inc
297
AssetMark Inc
California
$125K +$30.1K +444 +34%
IA
298
IFP Advisors
Florida
$116K +$25K +369 +29%
D
299
Diversified
Delaware
$114K +$81.2K +1,199 New
BBHBI
300
B, B, H, & B Inc
Alabama
$111K +$105K +1,554 New