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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPAS
351
Spectrum Planning & Advisory Services
California
$437K -$846 -7 -0.2%
EP
352
Essential Planning
New Hampshire
$431K -$13.3K -110 -3%
KPWG
353
KFA Private Wealth Group
Virginia
$430K -$26.5K -219 -6%
AWA
354
Arete Wealth Advisors
Illinois
$427K +$10.4K +86 +3%
BCM
355
Blume Capital Management
California
$422K – – –
TCM
356
TruNorth Capital Management
Michigan
$422K – – –
AWM
357
Axxcess Wealth Management
California
$420K +$32.2K +266 +9%
CAAS
358
Capital Asset Advisory Services
Michigan
$420K +$32.2K +266 +9%
Susquehanna International Group
359
Susquehanna International Group
Pennsylvania
$420K -$1.92M -15,844 -83%
WA
360
WBH Advisory
Maryland
$416K -$6.53K -54 -2%
HWA
361
Hilltop Wealth Advisors
North Carolina
$412K – – –
LC
362
Landaas & Company
Wisconsin
$410K +$16K +132 +4%
SFG
363
Sovereign Financial Group
Connecticut
$410K +$12.2K +101 +3%
LRIA
364
Leonard Rickey Investment Advisors
Washington
$409K -$5.56K -46 -1%
USCWA
365
U.S. Capital Wealth Advisors
Texas
$407K -$7.86K -65 -2%
FFA
366
First Foundation Advisors
California
$407K – – –
YP
367
YANKCOM Partnership
South Dakota
$403K – – –
TSS
368
Two Sigma Securities
New York
$402K +$386K +3,194 New
OPW
369
Oxler Private Wealth
New York
$401K +$967 +8 +0.3%
BFG
370
Beacon Financial Group
Texas
$401K -$121 -1 -0%
PSCM
371
Per Stirling Capital Management
Texas
$398K -$57.1K -472 -13%
MWA
372
Midland Wealth Advisors
Illinois
$389K -$107K -884 -22%
MAG
373
MRA Advisory Group
New Jersey
$387K +$24.2K +200 +7%
MIA
374
Milestone Investment Advisors
Wisconsin
$384K -$242 -2 -0.1%
G
375
GenTrust
Florida
$383K – – –