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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
4FG
376
4Thought Financial Group
New York
$264K +$58.2K +608 +30%
KP
377
Keel Point
Alabama
$258K
GVAG
378
Great Valley Advisor Group
Delaware
$257K
CA
379
Claro Advisors
Massachusetts
$253K +$240K +2,512 New
HPFG
380
Hart & Patterson Financial Group
Massachusetts
$252K -$181K -1,895 -43%
SC
381
Sapient Capital
Indiana
$250K
CAL
382
Capital Analysts LLC
Pennsylvania
$248K +$40K +418 +21%
PS
383
Principal Securities
Iowa
$245K -$13.8K -144 -6%
CFS
384
CRA Financial Services
New Jersey
$243K
SL
385
Salomon & Ludwin
Virginia
$242K +$7.75K +81 +3%
SWP
386
Stratos Wealth Partners
Ohio
$242K -$191 -2 -0.1%
OPA
387
Old Port Advisors
Maine
$238K -$2.1K -22 -0.9%
WDL
388
Well Done LLC
Michigan
$236K -$28.4K -297 -11%
SWM
389
Sugarloaf Wealth Management
Georgia
$233K +$18.7K +196 +9%
CIBC World Market
390
CIBC World Market
Ontario, Canada
$231K +$219K +2,291 New
WCG
391
Weaver Consulting Group
California
$230K
ZCI
392
Zevenbergen Capital Investments
Washington
$225K -$180K -1,879 -46%
M&T Bank
393
M&T Bank
New York
$225K
ZAM
394
Zevin Asset Management
Massachusetts
$225K -$19.2K -201 -8%
MAG
395
MRA Advisory Group
New Jersey
$224K -$10.9K -114 -5%
PSC
396
Prentiss Smith & Co
Vermont
$219K +$207K +2,168 New
SHWM
397
Smith & Howard Wealth Management
Georgia
$218K +$207K +2,160 New
CIA
398
Concurrent Investment Advisors
Florida
$215K +$204K +2,136 New
WP
399
Wealthspan Partners
Iowa
$215K +$204K +2,130 New
BFG
400
Baron Financial Group
New Jersey
$213K -$12.9K -135 -6%