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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KP
376
Keel Point
Alabama
$258K – – –
GVAG
377
Great Valley Advisor Group
Delaware
$257K – – –
CA
378
Claro Advisors
Massachusetts
$253K +$240K +2,512 New
HPFG
379
Hart & Patterson Financial Group
Massachusetts
$252K -$181K -1,895 -43%
SC
380
Sapient Capital
Indiana
$250K – – –
CAL
381
Capital Analysts LLC
Pennsylvania
$248K +$40K +418 +21%
PS
382
Principal Securities
Iowa
$245K -$13.8K -144 -6%
CFS
383
CRA Financial Services
New Jersey
$243K – – –
SL
384
Salomon & Ludwin
Virginia
$242K +$7.75K +81 +3%
SWP
385
Stratos Wealth Partners
Ohio
$242K -$191 -2 -0.1%
OPA
386
Old Port Advisors
Maine
$238K -$2.1K -22 -0.9%
WDL
387
Well Done LLC
Michigan
$236K -$28.4K -297 -11%
SWM
388
Sugarloaf Wealth Management
Georgia
$233K +$18.7K +196 +9%
CIBC World Market
389
CIBC World Market
Ontario, Canada
$231K +$219K +2,291 New
WCG
390
Weaver Consulting Group
California
$230K – – –
ZCI
391
Zevenbergen Capital Investments
Washington
$225K -$180K -1,879 -46%
M&T Bank
392
M&T Bank
New York
$225K – – –
ZAM
393
Zevin Asset Management
Massachusetts
$225K -$19.2K -201 -8%
MAG
394
MRA Advisory Group
New Jersey
$224K -$10.9K -114 -5%
PSC
395
Prentiss Smith & Co
Vermont
$219K +$207K +2,168 New
SHWM
396
Smith & Howard Wealth Management
Georgia
$218K +$207K +2,160 New
CIA
397
Concurrent Investment Advisors
Florida
$215K +$204K +2,136 New
WP
398
Wealthspan Partners
Iowa
$215K +$204K +2,130 New
BFG
399
Baron Financial Group
New Jersey
$213K -$12.9K -135 -6%
CS
400
Credit Suisse
Switzerland
$211K +$200K +2,095 New