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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
301
Northern Trust
Illinois
$311K
CA
302
Continuum Advisory
Idaho
$309K +$90.2K +1,064 +39%
BMM
303
Buffington Mohr McNeal
Idaho
$308K
LIA
304
LifePlan Investment Advisors
North Carolina
$306K -$39.3K -464 -11%
AC
305
Abbrea Capital
California
$305K
SFMG
306
Sage Financial Management Group
Virginia
$305K +$318K +3,752 New
TCOV
307
Trust Company of Vermont
Vermont
$305K -$1.02K -12 -0.3%
CA
308
Clearstead Advisors
Ohio
$303K +$158K +1,858 +100%
WHCI
309
W.H. Cornerstone Investments
Massachusetts
$297K +$19.5K +230 +7%
BFG
310
Buttonwood Financial Group
Missouri
$294K +$38.9K +459 +14%
KPWG
311
KFA Private Wealth Group
Virginia
$294K
PG
312
Prostatis Group
Maryland
$293K +$306K +3,603 New
LRIA
313
Leonard Rickey Investment Advisors
Washington
$288K
GA
314
Goldstein Advisors
Wisconsin
$287K -$5.51K -65 -2%
AG
315
Appleton Group
Wisconsin
$286K
LWA
316
Lowe Wealth Advisors
Maryland
$285K -$46.3K -546 -13%
JIC
317
Johnson Investment Counsel
Ohio
$285K
MIA
318
Milestone Investment Advisors
Wisconsin
$281K -$33K -389 -10%
VCP
319
Verus Capital Partners
Arizona
$279K +$2.21K +26 +0.8%
WAOTB
320
Wealth Advisors of Tampa Bay
Florida
$279K +$291K +3,428 New
CWM
321
Centurion Wealth Management
Virginia
$279K +$6.53K +77 +2%
PIA
322
Perennial Investment Advisors
California
$278K +$13K +153 +5%
PO
323
Private Ocean
California
$277K -$5.51K -65 -2%
AWA
324
Arkadios Wealth Advisors
Georgia
$272K +$66.3K +782 +31%
CFD
325
Creative Financial Designs
Indiana
$268K -$87.6K -1,033 -24%