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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
351
Phoenix Wealth Advisors
North Carolina
$50K – – –
BCPWM
352
Bradley & Co Private Wealth Management
Florida
$42K – – –
PAIM
353
Punch & Associates Investment Management
Minnesota
$40K – – –
BDWM
354
Brewin Dolphin Wealth Management
Ireland
$39.8K – – –
MIFH
355
Migdal Insurance & Financial Holdings
Israel
$39K – – –
SSB
356
Sandy Spring Bank
Maryland
$38K – – –
BA
357
Ballast Advisors
Minnesota
$37K – – –
BWP
358
Baldwin Wealth Partners
Massachusetts
$33K – – –
WFA
359
Wells Financial Advisors
Massachusetts
$28K +$12.1K +150 +81%
FP
360
Financial Perspectives
Minnesota
$27K +$80 +1 +0.3%
Barclays
361
Barclays
United Kingdom
$26K +$25.3K +315 New
DWA
362
Dougherty Wealth Advisers
Minnesota
$25K -$241 -3 -1%
DWMG
363
DB Wealth Management Group
California
$24K – – –
WP
364
WealthShield Partners
North Carolina
$23K -$18.8K -234 -46%
EIP
365
Ellis Investment Partners
Pennsylvania
$22K – – –
FFA
366
Freedman Financial Associates
Massachusetts
$22K +$11.8K +147 +123%
KFS
367
Kelly Financial Services
Massachusetts
$19K +$13.8K +171 +295%
BAM
368
Baldrige Asset Management
Pennsylvania
$17K +$16.3K +202 New
AIC
369
Archer Investment Corporation
Indiana
$12.7K – – –
NFSG
370
Newbridge Financial Services Group
Florida
$12K – – –
VRM
371
Vectors Research Management
New York
$12K – – –
CTC
372
Central Trust Company
Missouri
$12K +$11K +137 +1,957%
TIM
373
Tortoise Investment Management
New York
$11K -$644 -8 -6%
GFPC
374
Global Financial Private Client
Florida
$10.7K +$2.65K +33 +34%
DOA
375
D'Orazio & Associates
Virginia
$8K – – –