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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
351
Arete Wealth Advisors
Illinois
$371K -$32K -305 -8%
WA
352
WBH Advisory
Maryland
$369K -$37.7K -360 -10%
MFG
353
Merit Financial Group
Georgia
$367K – – –
TCM
354
TruNorth Capital Management
Michigan
$364K – – –
GCP
355
GSA Capital Partners
United Kingdom
$363K -$103K -985 -23%
WS
356
Wedbush Securities
California
$359K -$108K -1,027 -24%
VCP
357
Verus Capital Partners
Arizona
$358K +$11.6K +111 +3%
RPC
358
Rossmore Private Capital
Connecticut
$357K +$7.02K +67 +2%
LRIA
359
Leonard Rickey Investment Advisors
Washington
$356K – – –
HWA
360
Hilltop Wealth Advisors
North Carolina
$356K – – –
CWM
361
Centurion Wealth Management
Virginia
$355K +$342K +3,264 New
FFA
362
First Foundation Advisors
California
$352K – – –
BFG
363
Beacon Financial Group
Texas
$350K -$34K -324 -9%
GFS
364
GYL Financial Synergies
Connecticut
$350K – – –
KBC Group
365
KBC Group
Belgium
$347K -$234K -2,235 -41%
Marshall Wace
366
Marshall Wace
United Kingdom
$345K +$332K +3,171 New
M
367
MYeCFO
California
$344K -$18.7K -178 -5%
BHIA
368
Birch Hill Investment Advisors
Massachusetts
$344K – – –
OPW
369
Oxler Private Wealth
New York
$343K +$1.05K +10 +0.3%
AWM
370
Affinity Wealth Management
Delaware
$341K – – –
LC
371
Landaas & Company
Wisconsin
$337K +$1.05K +10 +0.3%
GA
372
Goldstein Advisors
Wisconsin
$336K -$4.72K -45 -1%
CFD
373
Creative Financial Designs
Indiana
$335K -$10.7K -102 -3%
MIA
374
Milestone Investment Advisors
Wisconsin
$333K – – –
JWBC
375
J.W. Burns & Co
New York
$331K – – –