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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
D
301
Diversified
Delaware
$286K +$286K +3,986 New
LRIA
302
Leonard Rickey Investment Advisors
Washington
$286K +$1.22K +17 +0.4%
WCFA
303
Walkner Condon Financial Advisors
Wisconsin
$281K +$10.8K +150 +4%
BWM
304
BerganKDV Wealth Management
Minnesota
$274K
WHCI
305
W.H. Cornerstone Investments
Massachusetts
$273K +$1.58K +22 +0.6%
MIA
306
Milestone Investment Advisors
Wisconsin
$273K +$273K +3,797 New
FA
307
Flagstar Advisors
New York
$271K -$19.3K -269 -7%
AWM
308
Apollon Wealth Management
South Carolina
$269K +$270K +3,754 New
AC
309
Abbrea Capital
California
$268K
DC
310
DeDora Capital
California
$266K -$6.61K -92 -2%
SHWM
311
Smith & Howard Wealth Management
Georgia
$265K +$43.1K +600 +19%
CFGS
312
Concourse Financial Group Securities
Alabama
$263K -$4.6K -64 -2%
NHFG
313
New Harbor Financial Group
Massachusetts
$261K +$262K +3,641 New
KPWG
314
KFA Private Wealth Group
Virginia
$258K +$719 +10 +0.3%
AIA
315
Arbor Investment Advisors
North Carolina
$258K -$958K -13,326 -79%
TCOV
316
Trust Company of Vermont
Vermont
$258K +$6.54K +91 +3%
Citigroup
317
Citigroup
New York
$254K -$145K -2,016 -36%
PO
318
Private Ocean
California
$249K
GAM
319
Gould Asset Management
California
$243K
GWA
320
GGM Wealth Advisors
Maryland
$235K
MFG
321
Merit Financial Group
Georgia
$230K -$7.26K -101 -3%
MCC
322
Money Concepts Capital
Florida
$226K +$139K +1,935 +160%
AWM
323
Affinity Wealth Management
Delaware
$225K +$225K +3,133 New
GFS
324
GYL Financial Synergies
Connecticut
$223K +$224K +3,112 New
OPW
325
Oxler Private Wealth
New York
$222K -$27.7K -386 -11%