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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
301
Focused Wealth Management
New York
$168K +$7.48K +101 +5%
EVM
302
Eaton Vance Management
Massachusetts
$168K +$163K +2,200 New
SWM
303
Sugarloaf Wealth Management
Georgia
$167K -$154K -2,074 -95%
NFG
304
Next Financial Group
Texas
$163K -$592 -8 -0.4%
HR
305
Howe & Rusling
New York
$156K
GWM
306
Geneos Wealth Management
Colorado
$155K
4FG
307
4Thought Financial Group
New York
$152K +$147K +1,985 New
Fidelity Investments
308
Fidelity Investments
Massachusetts
$151K -$5.26K -71 -3%
FWP
309
FAS Wealth Partners
Kansas
$149K +$3.48K +47 +2%
FDCDDQ
310
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K
AF
311
Affiance Financial
Minnesota
$147K
PP
312
PrairieView Partners
Minnesota
$137K -$22.2K -300 -14%
SFMG
313
Sage Financial Management Group
Virginia
$132K +$128K +1,728 New
IA
314
IFP Advisors
Florida
$130K +$6.07K +82 +5%
AWM
315
AllSquare Wealth Management
New York
$127K -$6.66K -90 -5%
CFD
316
Creative Financial Designs
Indiana
$118K -$83.5K -1,128 -42%
BWA
317
BDO Wealth Advisors
Florida
$112K +$108K +1,461 New
FPW
318
Flagship Private Wealth
Massachusetts
$112K +$148 +2 +0.1%
RG
319
Retirement Group
California
$110K
CT
320
Caldwell Trust
Florida
$109K
KBC Group
321
KBC Group
Belgium
$108K +$105K +1,414 New
FF
322
FourThought Financial
Florida
$103K
TCM
323
TD Capital Management
Tennessee
$101K +$296 +4 +0.3%
MCC
324
Money Concepts Capital
Florida
$91K +$3.48K +47 +4%
PAI
325
Pittenger & Anderson Inc
Nebraska
$89K