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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
326
Boston Financial Management
Massachusetts
$206K -$3.45K -46 -1%
JWBC
327
J.W. Burns & Co
New York
$204K
PIA
328
Perennial Investment Advisors
California
$204K +$2.18K +29 +1%
YIH
329
Y-Intercept (HK)
Hong Kong
$203K +$228K +3,032 New
LC
330
Landaas & Company
Wisconsin
$203K +$976 +13 +0.4%
RDFA
331
Ritter Daniher Financial Advisory
Ohio
$201K
SIAP
332
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$201K
RPC
333
Rossmore Private Capital
Connecticut
$200K +$1.13K +15 +0.5%
Bessemer Group
334
Bessemer Group
New Jersey
$196K
ACA
335
Atlas Capital Advisors
Wyoming
$195K
OLVIG
336
Oliver Lagore Vanvalin Investment Group
Michigan
$187K -$14.6K -195 -7%
ST
337
Smithfield Trust
Pennsylvania
$186K
SWM
338
Sugarloaf Wealth Management
Georgia
$168K +$6.98K +93 +4%
FWP
339
FAS Wealth Partners
Kansas
$159K -$3.98K -53 -2%
PAI
340
Pittenger & Anderson Inc
Nebraska
$144K -$105K -1,400 -39%
HR
341
Howe & Rusling
New York
$144K -$23.4K -312 -13%
GWM
342
Geneos Wealth Management
Colorado
$143K -$6.3K -84 -4%
CAL
343
Capital Analysts LLC
Pennsylvania
$136K +$73.7K +982 +94%
MA
344
MUFG Americas
New York
$134K +$32.1K +428 +27%
GWSG
345
GPS Wealth Strategies Group
Colorado
$132K +$525 +7 +0.4%
CS
346
Credit Suisse
Switzerland
$132K +$65.6K +874 +80%
4FG
347
4Thought Financial Group
New York
$127K +$1.28K +17 +0.9%
FDCDDQ
348
Federation des caisses Desjardins du Quebec
Quebec, Canada
$127K
CT
349
Clearstead Trust
Maine
$126K
AF
350
Affiance Financial
Minnesota
$125K