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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCPWM
351
Bradley & Co Private Wealth Management
Florida
$42K
CFD
352
Creative Financial Designs
Indiana
$41K -$69K -807 -62%
PAIM
353
Punch & Associates Investment Management
Minnesota
$40K +$86 +1 +0.2%
MIFH
354
Migdal Insurance & Financial Holdings
Israel
$39K
SSB
355
Sandy Spring Bank
Maryland
$38K
Barclays
356
Barclays
United Kingdom
$38K +$12.1K +141 +45%
BA
357
Ballast Advisors
Minnesota
$37K
BWP
358
Baldwin Wealth Partners
Massachusetts
$33K
WFA
359
Wells Financial Advisors
Massachusetts
$28K
FP
360
Financial Perspectives
Minnesota
$27.2K +$86 +1 +0.3%
DWA
361
Dougherty Wealth Advisers
Minnesota
$25K
DWMG
362
DB Wealth Management Group
California
$24K
EIP
363
Ellis Investment Partners
Pennsylvania
$23K +$86 +1 +0.4%
FFA
364
Freedman Financial Associates
Massachusetts
$22K
PA
365
PSI Advisors
Florida
$21K +$21.5K +251 New
BAM
366
Baldrige Asset Management
Pennsylvania
$17K
Qube Research & Technologies (QRT)
367
Qube Research & Technologies (QRT)
United Kingdom
$15K +$15.7K +184 New
CTC
368
Central Trust Company
Missouri
$12K
NFSG
369
Newbridge Financial Services Group
Florida
$12K
VRM
370
Vectors Research Management
New York
$12K
TIM
371
Tortoise Investment Management
New York
$11K -$428 -5 -4%
DOA
372
D'Orazio & Associates
Virginia
$8K
TWA
373
TCI Wealth Advisors
Arizona
$8K +$8.21K +96 New
ADL
374
Asset Dedication LLC
California
$7K
AA
375
Addison Advisors
Vermont
$6K