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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCG
276
Fielder Capital Group
Tennessee
$501K -$263K -2,748 -36%
AWG
277
Altus Wealth Group
Colorado
$497K
PCM
278
Parsons Capital Management
Rhode Island
$495K
TIAA Trust, National Association
279
TIAA Trust, National Association
North Carolina
$493K -$23.9K -250 -5%
EDRIA
280
Edmonds Duncan Registered Investment Advisors
Kansas
$492K -$19.1K -200 -4%
GA
281
Geller Advisors
New York
$491K -$50.2K -525 -10%
BFG
282
Buttonwood Financial Group
Missouri
$484K +$103K +1,082 +29%
CC
283
Callan Capital
California
$484K
MFA
284
Mayflower Financial Advisors
Massachusetts
$483K
LIA
285
LifePlan Investment Advisors
North Carolina
$480K +$670 +7 +0.1%
RA
286
Rockingstone Advisors
Massachusetts
$476K -$15.3K -160 -3%
MWA
287
Midland Wealth Advisors
Illinois
$474K +$52K +544 +13%
Citigroup
288
Citigroup
New York
$473K +$38.8K +406 +9%
WFA
289
West Financial Advisors
Iowa
$473K -$1.44K -15 -0.3%
FLPIM
290
F.L. Putnam Investment Management
Massachusetts
$472K -$5.17K -54 -1%
EI
291
Ellevest Inc
New York
$468K
WCFA
292
Walkner Condon Financial Advisors
Wisconsin
$464K
Deutsche Bank
293
Deutsche Bank
Germany
$459K
PBO
294
Peoples Bank (Ohio)
Ohio
$453K -$98.3K -1,028 -19%
ACA
295
Aptus Capital Advisors
Alabama
$453K -$1.44M -15,032 -77%
KPWG
296
KFA Private Wealth Group
Virginia
$453K +$82K +857 +24%
JIC
297
Joel Isaacson & Co
New York
$450K
MFG
298
Magnus Financial Group
New York
$446K +$861 +9 +0.2%
HFF
299
Halter Ferguson Financial
Indiana
$446K +$17.1K +179 +4%
PFS
300
Prospera Financial Services
Texas
$446K