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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAG
401
MRA Advisory Group
New Jersey
$295K +$15.3K +137 +5%
PBO
402
Peoples Bank (Ohio)
Ohio
$288K -$120K -1,074 -29%
KP
403
Keel Point
Alabama
$283K – – –
SAM
404
Smartleaf Asset Management
Massachusetts
$281K – – –
BBA
405
Braun-Bostich & Associates
Pennsylvania
$277K -$15.5K -139 -5%
DI
406
DDFG Inc
California
$272K -$20.4K -183 -7%
SWP
407
Stratos Wealth Partners
Ohio
$272K -$447 -4 -0.2%
EAM
408
Erste Asset Management
Austria
$268K +$2.4M +21,519 +57%
CIA
409
Concurrent Investment Advisors
Florida
$268K +$23K +206 +9%
CFS
410
CRA Financial Services
New Jersey
$265K – – –
CA
411
Claro Advisors
Massachusetts
$262K -$3.24K -29 -1%
SG
412
Somerset Group
Minnesota
$261K -$12.1K -108 -4%
VBFP
413
Valtinson Bruner Financial Planning
Minnesota
$260K +$264K +2,359 New
GWSG
414
GPS Wealth Strategies Group
Colorado
$259K +$112 +1 +0%
HPM
415
Hoxton Planning & Management
West Virginia
$258K -$22.5K -201 -8%
WA
416
Waverly Advisors
Alabama
$255K +$259K +2,314 New
WDL
417
Well Done LLC
Michigan
$254K – – –
4FG
418
4Thought Financial Group
New York
$251K -$18.2K -163 -7%
BFA
419
Brown Financial Advisors
Ohio
$249K – – –
M&T Bank
420
M&T Bank
New York
$246K – – –
GRP
421
Global Retirement Partners
California
$246K +$670 +6 +0.3%
GWP
422
Gateway Wealth Partners
Wisconsin
$245K -$49.5K -443 -17%
WCG
423
Weaver Consulting Group
California
$245K – – –
Jane Street
424
Jane Street
New York
$244K +$247K +2,212 New
EFG
425
Erickson Financial Group
Pennsylvania
$243K +$1.01K +9 +0.4%