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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
376
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$326K
AWM
377
AE Wealth Management
Kansas
$315K -$39.5K -377 -12%
SCM
378
Sage Capital Management
New Jersey
$308K
JFA
379
JNBA Financial Advisors
Minnesota
$308K -$8.81K -84 -3%
GVAG
380
Great Valley Advisor Group
Delaware
$307K +$21.4K +204 +8%
WBCM
381
Wilson & Boucher Capital Management
California
$305K
AIA
382
Arbor Investment Advisors
North Carolina
$301K +$210 +2 +0.1%
GWP
383
Gateway Wealth Partners
Wisconsin
$290K -$29K -277 -9%
DI
384
DDFG Inc
California
$289K -$2.2K -21 -0.8%
VHAM
385
Van Hulzen Asset Management
California
$288K -$104K -993 -27%
BBA
386
Braun-Bostich & Associates
Pennsylvania
$288K +$944 +9 +0.3%
CAL
387
Capital Analysts LLC
Pennsylvania
$284K -$16.3K -155 -6%
KP
388
Keel Point
Alabama
$279K
TF
389
Theory Financial
Colorado
$277K -$11.2K -107 -4%
TCA
390
Transcend Capital Advisors
New Jersey
$277K -$34.5K -329 -11%
HPM
391
Hoxton Planning & Management
West Virginia
$277K -$10.7K -102 -4%
MAG
392
MRA Advisory Group
New Jersey
$276K +$30.2K +288 +13%
SAM
393
Smartleaf Asset Management
Massachusetts
$275K -$31.9K -304 -11%
MA
394
Mutual Advisors
Nebraska
$274K -$38.9K -371 -13%
SG
395
Somerset Group
Minnesota
$269K
SWP
396
Stratos Wealth Partners
Ohio
$269K +$7.55K +72 +3%
4FG
397
4Thought Financial Group
New York
$265K -$10.9K -104 -4%
MFA
398
McClarren Financial Advisors
Pennsylvania
$263K +$2.19M +20,924 +4,032%
Millennium Management
399
Millennium Management
New York
$263K +$253K +2,415 New
CA
400
Claro Advisors
Massachusetts
$262K -$26.9K -257 -10%