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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
$219K
AWM
327
Affinity Wealth Management
Delaware
$217K
JIC
328
Johnson Investment Counsel
Ohio
$216K -$5.14K -66 -2%
RDFA
329
Ritter Daniher Financial Advisory
Ohio
$216K
SIAP
330
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$216K
LC
331
Landaas & Company
Wisconsin
$216K +$1.17K +15 +0.5%
PIA
332
Perennial Investment Advisors
California
$216K +$4.67K +60 +2%
OLVIG
333
Oliver Lagore Vanvalin Investment Group
Michigan
$215K +$156K +2,003 +203%
RWP
334
Revolve Wealth Partners
New Jersey
$215K +$233K +2,992 New
RPC
335
Rossmore Private Capital
Connecticut
$214K
Bessemer Group
336
Bessemer Group
New Jersey
$210K
ACA
337
Atlas Capital Advisors
Wyoming
$210K
CAN
338
Claraphi Advisory Network
United States
$207K -$694K -8,914 -76%
PPW
339
Parcion Private Wealth
Washington
$207K -$137K -1,765 -39%
WAOTB
340
Wealth Advisors of Tampa Bay
Florida
$206K -$10.7K -138 -5%
RA
341
RFG Advisory
Alabama
$205K -$410K -5,258 -67%
ZAM
342
Zevin Asset Management
Massachusetts
$205K
ST
343
Smithfield Trust
Pennsylvania
$201K -$2.88K -37 -1%
Citigroup
344
Citigroup
New York
$199K -$66.5K -854 -24%
HR
345
Howe & Rusling
New York
$177K +$701 +9 +0.4%
FWP
346
FAS Wealth Partners
Kansas
$174K -$2.73K -35 -1%
SWM
347
Sugarloaf Wealth Management
Georgia
$174K
CFD
348
Creative Financial Designs
Indiana
$166K +$4.44K +57 +3%
GWM
349
Geneos Wealth Management
Colorado
$161K +$6.54K +84 +4%
BDWM
350
Brewin Dolphin Wealth Management
Ireland
$160K