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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 -$1.97M -24,511 -99%
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%
BAM
367
Baldrige Asset Management
Pennsylvania
$17K +$16.3K +202 New
AIC
368
Archer Investment Corporation
Indiana
$12.7K
NFSG
369
Newbridge Financial Services Group
Florida
$12K
VRM
370
Vectors Research Management
New York
$12K
CTC
371
Central Trust Company
Missouri
$12K +$11K +137 +1,957%
TIM
372
Tortoise Investment Management
New York
$11K -$644 -8 -6%
GFPC
373
Global Financial Private Client
Florida
$10.7K +$2.65K +33 +34%
DOA
374
D'Orazio & Associates
Virginia
$8K
ADL
375
Asset Dedication LLC
California
$7K -$9.49K -118 -58%