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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PBO
401
Peoples Bank (Ohio)
Ohio
$288K -$120K -1,074 -29%
KP
402
Keel Point
Alabama
$283K
SAM
403
Smartleaf Asset Management
Massachusetts
$281K
BBA
404
Braun-Bostich & Associates
Pennsylvania
$277K -$15.5K -139 -5%
DI
405
DDFG Inc
California
$272K -$20.4K -183 -7%
SWP
406
Stratos Wealth Partners
Ohio
$272K -$447 -4 -0.2%
EAM
407
Erste Asset Management
Austria
$268K +$2.4M +21,519 +57%
CIA
408
Concurrent Investment Advisors
Florida
$268K +$23K +206 +9%
CFS
409
CRA Financial Services
New Jersey
$265K
CA
410
Claro Advisors
Massachusetts
$262K -$3.24K -29 -1%
SG
411
Somerset Group
Minnesota
$261K -$12.1K -108 -4%
VBFP
412
Valtinson Bruner Financial Planning
Minnesota
$260K +$264K +2,359 New
GWSG
413
GPS Wealth Strategies Group
Colorado
$259K +$112 +1 +0%
HPM
414
Hoxton Planning & Management
West Virginia
$258K -$22.5K -201 -8%
WA
415
Waverly Advisors
Alabama
$255K +$259K +2,314 New
WDL
416
Well Done LLC
Michigan
$254K
4FG
417
4Thought Financial Group
New York
$251K -$18.2K -163 -7%
BFA
418
Brown Financial Advisors
Ohio
$249K
M&T Bank
419
M&T Bank
New York
$246K
GRP
420
Global Retirement Partners
California
$246K +$670 +6 +0.3%
GWP
421
Gateway Wealth Partners
Wisconsin
$245K -$49.5K -443 -17%
WCG
422
Weaver Consulting Group
California
$245K
Jane Street
423
Jane Street
New York
$244K +$247K +2,212 New
EFG
424
Erickson Financial Group
Pennsylvania
$243K +$1.01K +9 +0.4%
PSC
425
Prentiss Smith & Co
Vermont
$239K