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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
$220K +$1.17K +15 +0.5%
JWBC
327
J.W. Burns & Co
New York
$219K – – –
AWM
328
Affinity Wealth Management
Delaware
$217K – – –
JIC
329
Johnson Investment Counsel
Ohio
$216K -$5.14K -66 -2%
RDFA
330
Ritter Daniher Financial Advisory
Ohio
$216K – – –
SIAP
331
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$216K – – –
LC
332
Landaas & Company
Wisconsin
$216K +$1.17K +15 +0.5%
PIA
333
Perennial Investment Advisors
California
$216K +$4.67K +60 +2%
OLVIG
334
Oliver Lagore Vanvalin Investment Group
Michigan
$215K +$156K +2,003 +203%
RWP
335
Revolve Wealth Partners
New Jersey
$215K +$233K +2,992 New
RPC
336
Rossmore Private Capital
Connecticut
$214K – – –
Bessemer Group
337
Bessemer Group
New Jersey
$210K – – –
ACA
338
Atlas Capital Advisors
Wyoming
$210K – – –
CAN
339
Claraphi Advisory Network
United States
$207K -$694K -8,914 -76%
PPW
340
Parcion Private Wealth
Washington
$207K -$137K -1,765 -39%
WAOTB
341
Wealth Advisors of Tampa Bay
Florida
$206K -$10.7K -138 -5%
RA
342
RFG Advisory
Alabama
$205K -$410K -5,258 -67%
ZAM
343
Zevin Asset Management
Massachusetts
$205K – – –
ST
344
Smithfield Trust
Pennsylvania
$201K -$2.88K -37 -1%
Citigroup
345
Citigroup
New York
$199K -$66.5K -854 -24%
HR
346
Howe & Rusling
New York
$177K +$701 +9 +0.4%
FWP
347
FAS Wealth Partners
Kansas
$174K -$2.73K -35 -1%
SWM
348
Sugarloaf Wealth Management
Georgia
$174K – – –
CFD
349
Creative Financial Designs
Indiana
$166K +$4.44K +57 +3%
GWM
350
Geneos Wealth Management
Colorado
$161K +$6.54K +84 +4%