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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
276
Aptus Capital Advisors
Alabama
$251K -$25.4K -343 -9%
MFG
277
Merit Financial Group
Georgia
$250K – – –
APA
278
American Portfolios Advisors
New York
$241K +$142K +1,918 +156%
ZAM
279
Zevin Asset Management
Massachusetts
$240K -$17.4K -235 -7%
AWM
280
Affinity Wealth Management
Delaware
$236K – – –
JIC
281
Johnson Investment Counsel
Ohio
$234K – – –
LNB
282
Ledyard National Bank
$234K – – –
LC
283
Landaas & Company
Wisconsin
$234K +$666 +9 +0.3%
JWBC
284
J.W. Burns & Co
New York
$232K – – –
OPW
285
Oxler Private Wealth
New York
$232K – – –
KPWG
286
KFA Private Wealth Group
Virginia
$231K +$592 +8 +0.3%
RDFA
287
Ritter Daniher Financial Advisory
Ohio
$229K – – –
SIAP
288
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$229K – – –
CRWM
289
Castle Rock Wealth Management
California
$227K -$37.8K -511 -15%
RPC
290
Rossmore Private Capital
Connecticut
$227K +$220K +2,973 New
PTC
291
Private Trust Company
Ohio
$222K – – –
SB
292
Strategic Blueprint
Georgia
$219K +$213K +2,874 New
PCG
293
Private Capital Group
Connecticut
$212K -$20.4K -275 -9%
PIA
294
Perennial Investment Advisors
California
$212K +$205K +2,773 New
KCA
295
Karn Couzens & Associates
Connecticut
$203K +$196K +2,653 New
Vanguard Personalized Indexing Management
296
Vanguard Personalized Indexing Management
California
$202K -$81.9K -1,106 -29%
FCM
297
Firestone Capital Management
Florida
$180K – – –
Bessemer Group
298
Bessemer Group
New Jersey
$180K +$6.29K +85 +4%
AssetMark Inc
299
AssetMark Inc
California
$178K +$42.9K +580 +33%
GIA
300
Goodwin Investment Advisory
Georgia
$169K -$80.5K -1,087 -33%