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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
276
Oregon Pacific Wealth Management
Oregon
$613K +$621K +5,561 New
TIA
277
Traphagen Investment Advisors
New Jersey
$611K -$6.82K -61 -1%
BBNA
278
Bremer Bank National Association
Minnesota
$609K -$1.1M -9,831 -64%
AF
279
Aviso Financial
Ontario, Canada
$607K +$72.6K +650 +13%
PIA
280
Perennial Investment Advisors
California
$604K +$86.8K +777 +17%
TF
281
Theory Financial
Colorado
$602K +$322K +2,885 +112%
MBT
282
Montecito Bank & Trust
California
$600K – – –
SB
283
Strategic Blueprint
Georgia
$595K -$247K -2,207 -29%
LIA
284
LifePlan Investment Advisors
North Carolina
$593K +$140K +1,253 +30%
WAM
285
WNY Asset Management
New York
$593K +$112 +1 +0%
FF
286
Finley Financial
Nevada
$591K +$591K +5,290 New
MFIM
287
Mesirow Financial Investment Management
Illinois
$590K +$1.68K +15 +0.3%
Members Trust
288
Members Trust
Florida
$590K – – –
VWM
289
Venturi Wealth Management
Texas
$577K -$3.35K -30 -0.6%
GAM
290
Gould Asset Management
California
$566K +$82.1K +735 +17%
LC
291
Lindbrook Capital
California
$559K – – –
WWG
292
West Wealth Group
California
$557K -$15.1K -135 -3%
AF
293
Advisornet Financial
Minnesota
$552K -$133K -1,190 -19%
WFA
294
West Financial Advisors
Iowa
$552K +$14.6K +131 +3%
MFG
295
Merit Financial Group
Georgia
$550K +$180K +1,612 +48%
YP
296
YANKCOM Partnership
South Dakota
$549K +$557K +4,983 New
FCG
297
Fielder Capital Group
Tennessee
$548K – – –
AWG
298
Altus Wealth Group
Colorado
$544K – – –
PCM
299
Parsons Capital Management
Rhode Island
$543K +$1.68K +15 +0.3%
AWA
300
Arkadios Wealth Advisors
Georgia
$541K +$9.27K +83 +2%