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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCG
401
Weaver Consulting Group
California
$237K
BFA
402
Brown Financial Advisors
Ohio
$235K +$226K +2,262 New
MAG
403
MRA Advisory Group
New Jersey
$234K +$2.9K +29 +1%
ZAM
404
Zevin Asset Management
Massachusetts
$232K -$100 -1 -0%
M&T Bank
405
M&T Bank
New York
$232K
AWM
406
Avior Wealth Management
Nebraska
$230K +$73.7K +737 +50%
PSC
407
Prentiss Smith & Co
Vermont
$225K
CIBC World Market
408
CIBC World Market
Ontario, Canada
$225K -$12.5K -125 -5%
SHWM
409
Smith & Howard Wealth Management
Georgia
$224K
HPFG
410
Hart & Patterson Financial Group
Massachusetts
$224K -$35.1K -351 -14%
CIA
411
Concurrent Investment Advisors
Florida
$222K +$100 +1 +0%
WP
412
Wealthspan Partners
Iowa
$222K +$300 +3 +0.1%
SW
413
Simplicity Wealth
New Jersey
$220K +$10.2K +102 +5%
OPA
414
Old Port Advisors
Maine
$218K -$25.9K -259 -11%
FPW
415
Flagship Private Wealth
Massachusetts
$218K +$1.7K +17 +0.8%
EWA
416
Emergent Wealth Advisors
New York
$216K -$400 -4 -0.2%
HR
417
Howe & Rusling
New York
$216K -$800 -8 -0.4%
UL
418
Unionview LLC
Washington
$214K +$400 +4 +0.2%
REMPR
419
Roof Eidam Maycock Peralta (REMP)
California
$213K
RWP
420
Ridgecrest Wealth Partners
California
$212K
SFG
421
Sovereign Financial Group
Connecticut
$212K
EDRIA
422
Edmonds Duncan Registered Investment Advisors
Kansas
$210K -$286K -2,863 -59%
LWCFA
423
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$209K +$162K +1,621 +510%
BBHC
424
Brown Brothers Harriman & Co
New York
$209K
IWS
425
Insight Wealth Strategies
California
$208K +$201K +2,006 New