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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
376
Emergent Wealth Advisors
New York
$239K +$223K +2,623 New
PS
377
Principal Securities
Iowa
$234K +$218K +2,573 New
KP
378
Keel Point
Alabama
$233K -$45.6K -537 -17%
GVAG
379
Great Valley Advisor Group
Delaware
$232K +$216K +2,551 New
DT
380
Diversified Trust
Tennessee
$231K +$216K +2,542 New
SC
381
Sapient Capital
Indiana
$226K +$210K +2,477 New
ZAM
382
Zevin Asset Management
Massachusetts
$222K +$207K +2,437 New
CFS
383
CRA Financial Services
New Jersey
$219K +$204K +2,408 New
SWP
384
Stratos Wealth Partners
Ohio
$219K +$204K +2,401 New
MLA
385
My Legacy Advisors
Oregon
$218K -$23.1K -272 -10%
OPA
386
Old Port Advisors
Maine
$217K -$25K -295 -11%
MSWMA
387
Market Street Wealth Management Advisors
Indiana
$215K -$214K -2,517 -52%
MAG
388
MRA Advisory Group
New Jersey
$213K +$198K +2,338 New
BTWM
389
Baker Tilly Wealth Management
Wisconsin
$213K +$198K +2,336 New
WCG
390
Weaver Consulting Group
California
$208K +$193K +2,280 New
BFG
391
Baron Financial Group
New Jersey
$204K +$190K +2,245 New
M&T Bank
392
M&T Bank
New York
$203K +$189K +2,232 New
GWM
393
Geneos Wealth Management
Colorado
$193K
SWM
394
Sugarloaf Wealth Management
Georgia
$192K
HR
395
Howe & Rusling
New York
$190K -$7.97K -94 -4%
SL
396
Salomon & Ludwin
Virginia
$189K
JWA
397
JFS Wealth Advisors
Pennsylvania
$186K +$173K +2,044 New
CAL
398
Capital Analysts LLC
Pennsylvania
$186K +$22.7K +267 +15%
GWSG
399
GPS Wealth Strategies Group
Colorado
$185K +$3.39K +40 +2%
4FG
400
4Thought Financial Group
New York
$184K +$24.9K +293 +17%