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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIA
276
Traphagen Investment Advisors
New Jersey
$568K +$436 +4 +0.1%
BCM
277
Brookstone Capital Management
Illinois
$564K -$30.1K -276 -5%
FPAS
278
Focus Partners Advisor Solutions
Missouri
$559K +$214K +1,957 +56%
Citigroup
279
Citigroup
New York
$559K -$84.3K -773 -12%
PIA
280
Perennial Investment Advisors
California
$558K -$3.49K -32 -0.6%
MBT
281
Montecito Bank & Trust
California
$557K
PA
282
Prism Advisors
California
$551K -$79.6K -730 -12%
WAM
283
WNY Asset Management
New York
$550K +$109 +1 +0%
MFIM
284
Mesirow Financial Investment Management
Illinois
$550K +$1.31K +12 +0.2%
Members Trust
285
Members Trust
Florida
$548K
FF
286
Finley Financial
Nevada
$538K
FLPIM
287
F.L. Putnam Investment Management
Massachusetts
$538K +$47.1K +432 +9%
CC
288
Copperleaf Capital
North Carolina
$535K -$79.6K -730 -12%
SB
289
Strategic Blueprint
Georgia
$531K -$23.2K -213 -4%
WWM
290
Western Wealth Management
Colorado
$530K +$66.7K +611 +13%
BA
291
Bridgewater Advisors
New York
$528K +$567K +5,193 New
KBC Group
292
KBC Group
Belgium
$527K +$68.6K +629 +14%
GAM
293
Gould Asset Management
California
$526K -$545 -5 -0.1%
AF
294
Advisornet Financial
Minnesota
$523K +$10K +92 +2%
LWA
295
Lifelong Wealth Advisors
Minnesota
$521K +$83.7K +767 +18%
LC
296
Lindbrook Capital
California
$519K
QCM
297
Quantinno Capital Management
New York
$512K +$545K +5,000 New
FCG
298
Fielder Capital Group
Tennessee
$509K
WFA
299
West Financial Advisors
Iowa
$508K -$5.13K -47 -0.9%
JBA
300
Johnson Bixby & Associates
Washington
$508K +$541K +4,956 New