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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
326
Arkadios Wealth Advisors
Georgia
$397K +$52.7K +527 +16%
AC
327
Abbrea Capital
California
$395K +$7.5K +75 +2%
BCM
328
Blume Capital Management
California
$393K
ATC
329
Argent Trust Co
Tennessee
$393K -$20.7K -207 -5%
WA
330
WBH Advisory
Maryland
$390K +$6K +60 +2%
Vanguard Personalized Indexing Management
331
Vanguard Personalized Indexing Management
California
$390K +$376K +3,754 New
AFG
332
Atomi Financial Group
New York
$390K +$375K +3,751 New
BMM
333
Buffington Mohr McNeal
Idaho
$389K -$3.5K -35 -0.9%
AWA
334
Arete Wealth Advisors
Illinois
$387K +$372K +3,720 New
HP
335
Hilltop Partners
Indiana
$387K +$47K +470 +14%
TCOV
336
Trust Company of Vermont
Vermont
$386K -$5.9K -59 -2%
VHAM
337
Van Hulzen Asset Management
California
$378K -$9.81K -98 -3%
WHCI
338
W.H. Cornerstone Investments
Massachusetts
$377K +$800 +8 +0.2%
GWP
339
Gen-Wealth Partners
Michigan
$375K +$10.3K +103 +3%
SPAS
340
Spectrum Planning & Advisory Services
California
$374K +$359K +3,589 New
EI
341
Ethic Inc
New York
$371K +$358K +3,574 New
USCWA
342
U.S. Capital Wealth Advisors
Texas
$371K +$78.2K +782 +28%
BFG
343
Beacon Financial Group
Texas
$368K +$23.8K +238 +7%
JIC
344
Johnson Investment Counsel
Ohio
$363K
PG
345
Prostatis Group
Maryland
$360K +$13K +130 +4%
PA
346
Parkside Advisors
California
$358K -$50.5K -505 -13%
TVAMP
347
Tennessee Valley Asset Management Partners
Tennessee
$354K +$2.4K +24 +0.7%
MFG
348
Merit Financial Group
Georgia
$350K
TCM
349
TruNorth Capital Management
Michigan
$348K
M
350
MYeCFO
California
$347K +$17.8K +178 +6%