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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPW
326
Oxler Private Wealth
New York
$264K
PCG
327
Private Capital Group
Connecticut
$263K +$37.6K +438 +17%
FIBT
328
First International Bank & Trust
North Dakota
$262K +$259K +3,023 New
RDFA
329
Ritter Daniher Financial Advisory
Ohio
$260K
SIAP
330
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$260K
WAOTB
331
Wealth Advisors of Tampa Bay
Florida
$260K
BPA
332
Beacon Pointe Advisors
California
$259K +$257K +2,991 New
RPC
333
Rossmore Private Capital
Connecticut
$258K
PIA
334
Perennial Investment Advisors
California
$254K +$6K +70 +2%
Bessemer Group
335
Bessemer Group
New Jersey
$253K +$33.4K +390 +15%
ACA
336
Atlas Capital Advisors
Wyoming
$253K
BA
337
Ballew Advisors
Mississippi
$249K -$31.5K -367 -11%
AWM
338
Affinity Wealth Management
Delaware
$249K
ZAM
339
Zevin Asset Management
Massachusetts
$247K -$32.4K -378 -12%
ST
340
Smithfield Trust
Pennsylvania
$244K -$13.6K -159 -5%
MCC
341
Money Concepts Capital
Florida
$243K +$146K +1,701 +154%
WBCM
342
Wilson & Boucher Capital Management
California
$240K
CA
343
CoreCap Advisors
Michigan
$239K +$81.7K +953 +53%
KCM
344
Karp Capital Management
California
$231K +$6.78K +79 +3%
Vanguard Personalized Indexing Management
345
Vanguard Personalized Indexing Management
California
$229K
REMPR
346
Roof Eidam Maycock Peralta (REMP)
California
$221K
VHAM
347
Van Hulzen Asset Management
California
$215K -$2.4K -28 -1%
HR
348
Howe & Rusling
New York
$213K +$772 +9 +0.4%
FWP
349
FAS Wealth Partners
Kansas
$213K +$1.03K +12 +0.5%
SWM
350
Sugarloaf Wealth Management
Georgia
$209K