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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
301
TIAA FSB
Florida
$320K -$15.3K -202 -5%
CAM
302
Close Asset Management
United Kingdom
$320K – – –
LWA
303
Lowe Wealth Advisors
Maryland
$316K -$1.59K -21 -0.5%
D
304
Diversified
Delaware
$313K +$2.19K +29 +0.7%
WCFA
305
Walkner Condon Financial Advisors
Wisconsin
$301K -$3.85K -51 -1%
Northern Trust
306
Northern Trust
Illinois
$298K +$288K +3,816 New
AC
307
Abbrea Capital
California
$291K – – –
SHWM
308
Smith & Howard Wealth Management
Georgia
$287K – – –
AG
309
Appleton Group
Wisconsin
$283K -$44.6K -590 -14%
KPWG
310
KFA Private Wealth Group
Virginia
$281K +$680 +9 +0.3%
TCOV
311
Trust Company of Vermont
Vermont
$277K -$2.64K -35 -1%
LRIA
312
Leonard Rickey Investment Advisors
Washington
$276K -$32.9K -436 -11%
WHCI
313
W.H. Cornerstone Investments
Massachusetts
$273K -$10.9K -144 -4%
JIC
314
Johnson Investment Counsel
Ohio
$273K -$43.9K -581 -14%
PO
315
Private Ocean
California
$271K – – –
BFG
316
Buttonwood Financial Group
Missouri
$268K -$45K -596 -15%
SPAS
317
Spectrum Planning & Advisory Services
California
$266K +$36.7K +486 +17%
GA
318
Goldstein Advisors
Wisconsin
$262K +$30.5K +404 +14%
BG
319
Bahl & Gaynor
Ohio
$257K -$166K -2,198 -40%
AIA
320
Arbor Investment Advisors
North Carolina
$254K -$25.2K -334 -9%
MFG
321
Merit Financial Group
Georgia
$250K – – –
MIA
322
Milestone Investment Advisors
Wisconsin
$250K -$45K -596 -16%
OPA
323
Old Port Advisors
Maine
$249K -$79.2K -1,049 -25%
GAM
324
Gould Asset Management
California
$246K -$17K -225 -7%
SFMG
325
Sage Financial Management Group
Virginia
$245K -$74.8K -990 -24%