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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
$221K
JWBC
327
J.W. Burns & Co
New York
$219K
LC
328
Landaas & Company
Wisconsin
$218K +$862 +12 +0.4%
RPC
329
Rossmore Private Capital
Connecticut
$217K +$2.16K +30 +1%
RDFA
330
Ritter Daniher Financial Advisory
Ohio
$215K
SIAP
331
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$215K
DI
332
DDFG Inc
California
$214K +$215K +2,988 New
G
333
GenTrust
Florida
$213K -$12.9K -180 -6%
GA
334
Goldstein Advisors
Wisconsin
$212K +$213K +2,957 New
Bessemer Group
335
Bessemer Group
New Jersey
$210K
SPAS
336
Spectrum Planning & Advisory Services
California
$210K -$52.5K -731 -20%
PFS
337
Prospera Financial Services
Texas
$209K -$120K -1,675 -36%
ACA
338
Atlas Capital Advisors
Wyoming
$209K
CA
339
Continuum Advisory
Idaho
$208K -$13.4K -186 -6%
SFA
340
Sequoia Financial Advisors
Ohio
$205K -$42.3K -589 -17%
JFA
341
JNBA Financial Advisors
Minnesota
$202K -$49.8K -693 -20%
JC
342
JB Capital
Connecticut
$200K +$201K +2,790 New
ST
343
Smithfield Trust
Pennsylvania
$194K -$6.76K -94 -3%
SWM
344
Sugarloaf Wealth Management
Georgia
$180K
HR
345
Howe & Rusling
New York
$155K
OLVIG
346
Oliver Lagore Vanvalin Investment Group
Michigan
$155K -$46.3K -644 -23%
GWM
347
Geneos Wealth Management
Colorado
$152K -$1.44K -20 -0.9%
CAL
348
Capital Analysts LLC
Pennsylvania
$151K +$5.82K +81 +4%
SWM
349
Spire Wealth Management
Virginia
$149K +$35.7K +497 +31%
IA
350
IFP Advisors
Florida
$148K -$2.38M -33,133 -96%