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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
376
Principal Securities
Iowa
$234K +$218K +2,573 New
KP
377
Keel Point
Alabama
$233K -$45.6K -537 -17%
GVAG
378
Great Valley Advisor Group
Delaware
$232K +$216K +2,551 New
DT
379
Diversified Trust
Tennessee
$231K +$216K +2,542 New
SC
380
Sapient Capital
Indiana
$226K +$210K +2,477 New
ZAM
381
Zevin Asset Management
Massachusetts
$222K +$207K +2,437 New
CFS
382
CRA Financial Services
New Jersey
$219K +$204K +2,408 New
SWP
383
Stratos Wealth Partners
Ohio
$219K +$204K +2,401 New
MLA
384
My Legacy Advisors
Oregon
$218K -$23.1K -272 -10%
OPA
385
Old Port Advisors
Maine
$217K -$25K -295 -11%
MSWMA
386
Market Street Wealth Management Advisors
Indiana
$215K -$214K -2,517 -52%
MAG
387
MRA Advisory Group
New Jersey
$213K +$198K +2,338 New
BTWM
388
Baker Tilly Wealth Management
Wisconsin
$213K +$198K +2,336 New
WCG
389
Weaver Consulting Group
California
$208K +$193K +2,280 New
BFG
390
Baron Financial Group
New Jersey
$204K +$190K +2,245 New
M&T Bank
391
M&T Bank
New York
$203K +$189K +2,232 New
GWM
392
Geneos Wealth Management
Colorado
$193K – – –
SWM
393
Sugarloaf Wealth Management
Georgia
$192K – – –
HR
394
Howe & Rusling
New York
$190K -$7.97K -94 -4%
SL
395
Salomon & Ludwin
Virginia
$189K – – –
JWA
396
JFS Wealth Advisors
Pennsylvania
$186K +$173K +2,044 New
CAL
397
Capital Analysts LLC
Pennsylvania
$186K +$22.7K +267 +15%
GWSG
398
GPS Wealth Strategies Group
Colorado
$185K +$3.39K +40 +2%
4FG
399
4Thought Financial Group
New York
$184K +$24.9K +293 +17%
AC
400
AlphaCore Capital
California
$176K -$2.63K -31 -2%