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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
326
J.W. Burns & Co
New York
$283K
OPW
327
Oxler Private Wealth
New York
$283K +$811 +9 +0.3%
WAOTB
328
Wealth Advisors of Tampa Bay
Florida
$280K +$271K +3,008 New
RDFA
329
Ritter Daniher Financial Advisory
Ohio
$279K
SIAP
330
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$279K
LC
331
Landaas & Company
Wisconsin
$278K +$811 +9 +0.3%
ST
332
Smithfield Trust
Pennsylvania
$277K -$5.05K -56 -2%
GWM
333
Geneos Wealth Management
Colorado
$277K +$90 +1 +0%
RPC
334
Rossmore Private Capital
Connecticut
$276K
G
335
GenTrust
Florida
$275K
ACA
336
Atlas Capital Advisors
Wyoming
$271K -$35.2K -390 -12%
SPIA
337
Steward Partners Investment Advisory
New York
$269K +$6.58K +73 +3%
PIA
338
Perennial Investment Advisors
California
$266K +$3.52K +39 +1%
AWM
339
Affinity Wealth Management
Delaware
$261K
BBA
340
Braun-Bostich & Associates
Pennsylvania
$261K +$267K +2,960 New
Jane Street
341
Jane Street
New York
$260K -$564K -6,260 -69%
WBCM
342
Wilson & Boucher Capital Management
California
$257K +$250K +2,770 New
SWM
343
SigFig Wealth Management
California
$250K +$245K +2,715 New
D
344
Dentgroup
Louisiana
$247K +$239K +2,654 New
Vanguard Personalized Indexing Management
345
Vanguard Personalized Indexing Management
California
$246K
PCG
346
Private Capital Group
Connecticut
$242K +$3.15K +35 +1%
KCM
347
Karp Capital Management
California
$240K +$233K +2,587 New
REMPR
348
Roof Eidam Maycock Peralta (REMP)
California
$237K
Bessemer Group
349
Bessemer Group
New Jersey
$235K -$365K -4,050 -62%
VHAM
350
Van Hulzen Asset Management
California
$234K -$10.1K -112 -4%