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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
301
Bensler
Washington
$357K +$346K +3,843 New
BWM
302
BerganKDV Wealth Management
Minnesota
$354K
LRIA
303
Leonard Rickey Investment Advisors
Washington
$351K
GAM
304
Gould Asset Management
California
$349K +$12.6K +140 +4%
AC
305
Abbrea Capital
California
$347K
PFM
306
Peak Financial Management
Massachusetts
$340K -$23.2K -257 -7%
AWA
307
Arete Wealth Advisors
Illinois
$335K -$1.44K -16 -0.4%
PAI
308
Pittenger & Anderson Inc
Nebraska
$326K +$211K +2,335 +200%
TCOV
309
Trust Company of Vermont
Vermont
$324K
KCA
310
Karn Couzens & Associates
Connecticut
$322K
PO
311
Private Ocean
California
$322K
SFA
312
Sequoia Financial Advisors
Ohio
$321K +$311K +3,450 New
Prudential Financial
313
Prudential Financial
New Jersey
$320K +$310K +3,443 New
CG
314
Colony Group
Massachusetts
$319K +$309K +3,433 New
AMM
315
American Money Management
California
$318K
JFA
316
JNBA Financial Advisors
Minnesota
$312K
WA
317
Wealth Alliance
New York
$312K +$302K +3,353 New
PFO
318
Pathstone Family Office
New Jersey
$311K
MFG
319
Merit Financial Group
Georgia
$307K
ZAM
320
Zevin Asset Management
Massachusetts
$300K
AA
321
Addison Advisors
Vermont
$300K +$285K +3,161 +4,649%
BA
322
Ballew Advisors
Mississippi
$299K
KPWG
323
KFA Private Wealth Group
Virginia
$293K +$29.8K +330 +12%
GIA
324
Goodwin Investment Advisory
Georgia
$287K -$35.9K -398 -11%
JIC
325
Johnson Investment Counsel
Ohio
$285K