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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFMG
376
Sage Financial Management Group
Virginia
$382K – – –
BZWA
377
Blue Zone Wealth Advisors
California
$381K – – –
KBC Group
378
KBC Group
Belgium
$381K -$256K -2,116 -41%
GWP
379
Gen-Wealth Partners
Michigan
$381K +$7.98K +66 +2%
JSW
380
Journey Strategic Wealth
New Jersey
$379K -$65.8K -544 -15%
SIAP
381
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$378K – – –
GA
382
Goldstein Advisors
Wisconsin
$376K -$8.46K -70 -2%
JWBC
383
J.W. Burns & Co
New York
$365K – – –
BCPWM
384
Bradley & Co Private Wealth Management
Florida
$362K -$1.21K -10 -0.3%
JC
385
JB Capital
Connecticut
$361K -$8.34K -69 -2%
SCM
386
Sage Capital Management
New Jersey
$357K – – –
TC
387
Trilogy Capital
California
$354K -$28.3K -234 -8%
WBCM
388
Wilson & Boucher Capital Management
California
$353K – – –
GVAG
389
Great Valley Advisor Group
Delaware
$353K +$5.32K +44 +2%
AIA
390
Arbor Investment Advisors
North Carolina
$350K +$121 +1 +0%
TPA
391
Trivium Point Advisory
Connecticut
$349K +$121 +1 +0%
CAMV
392
Concord Asset Management (Virginia)
Virginia
$348K -$205K -1,695 -38%
FCG
393
Fielder Capital Group
Tennessee
$347K -$73.3K -606 -18%
JFA
394
JNBA Financial Advisors
Minnesota
$346K +$9.91K +82 +3%
CWM
395
Centurion Wealth Management
Virginia
$345K +$725 +6 +0.2%
CCM
396
Colorado Capital Management
Colorado
$341K – – –
RWM
397
Ritholtz Wealth Management
New York
$340K +$327K +2,703 New
SVWAG
398
Sound View Wealth Advisors Group
Georgia
$339K – – –
WS
399
Wedbush Securities
California
$335K – – –
CWS
400
Cypress Wealth Services
California
$332K +$7.13K +59 +2%