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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
401
PSI Advisors
Florida
$22K +$429 +5 +2%
DWMG
402
DB Wealth Management Group
California
$21K
FFA
403
Fairfield Financial Advisors
Massachusetts
$19.9K +$19.7K +230 New
EIP
404
Ellis Investment Partners
Pennsylvania
$19K +$86 +1 +0.5%
FMP
405
Financial Management Professionals
Texas
$18K +$17.8K +207 New
BAM
406
Baldrige Asset Management
Pennsylvania
$17K
IF
407
Integrity Financial
Wyoming
$13K
VRM
408
Vectors Research Management
New York
$13K
CTC
409
Central Trust Company
Missouri
$12K
GFPC
410
Global Financial Private Client
Florida
$11.7K +$8.06K +94 +229%
EWM
411
Evermay Wealth Management
Virginia
$11K +$11.1K +130 New
KFS
412
Kelly Financial Services
Massachusetts
$10.5K +$4.72K +55 +83%
CAAS
413
Capital Asset Advisory Services
Michigan
$10K +$515 +6 +6%
TIM
414
Tortoise Investment Management
New York
$8K -$3.43K -40 -31%
ADL
415
Asset Dedication LLC
California
$7K
CWA
416
Clearview Wealth Advisors
Oregon
$7K +$6K +70 +1,000%
Simplex Trading
417
Simplex Trading
Illinois
$6K
PA
418
Parallel Advisors
California
$4K
NFSG
419
Newbridge Financial Services Group
Florida
$3K -$9.69K -113 -77%
HCP
420
Hexagon Capital Partners
Arkansas
$3K
JPLA
421
Joseph P. Lucia & Associates
New York
$3K +$2.57K +30 New
WIM
422
Westside Investment Management
California
$134
PA
423
PFG Advisors
Arizona
-$3.3M -35,533 Closed
HF
424
HRT Financial
New York
-$3.28M -35,272 Closed
FEM
425
Fulcrum Equity Management
Texas
-$2.86M -30,733 Closed