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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
301
Bensler
Washington
$333K
BWM
302
BerganKDV Wealth Management
Minnesota
$330K
SB
303
Strategic Blueprint
Georgia
$328K +$325K +3,787 New
AC
304
Abbrea Capital
California
$323K
Citigroup
305
Citigroup
New York
$314K -$160K -1,862 -34%
AWA
306
Arete Wealth Advisors
Illinois
$312K +$429 +5 +0.1%
GAM
307
Gould Asset Management
California
$305K -$20.2K -235 -6%
RF
308
Resolute Financial
Massachusetts
$305K +$302K +3,517 New
PAI
309
Pittenger & Anderson Inc
Nebraska
$304K
EWA
310
EverSource Wealth Advisors
Alabama
$303K +$132K +1,543 +79%
TCOV
311
Trust Company of Vermont
Vermont
$302K
PO
312
Private Ocean
California
$301K
SFA
313
Sequoia Financial Advisors
Ohio
$299K
CG
314
Colony Group
Massachusetts
$297K
AMM
315
American Money Management
California
$296K
JFA
316
JNBA Financial Advisors
Minnesota
$291K
MFG
317
Merit Financial Group
Georgia
$286K
KCA
318
Karn Couzens & Associates
Connecticut
$285K -$15.8K -184 -5%
PFO
319
Pathstone Family Office
New Jersey
$280K -$9.43K -110 -3%
LC
320
Landaas & Company
Wisconsin
$278K
KPWG
321
KFA Private Wealth Group
Virginia
$274K +$600 +7 +0.2%
CFGS
322
Concourse Financial Group Securities
Alabama
$273K -$244K -2,849 -47%
G
323
GenTrust
Florida
$273K
JIC
324
Johnson Investment Counsel
Ohio
$266K
JWBC
325
J.W. Burns & Co
New York
$264K