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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WS
401
Wedbush Securities
California
$288K +$7.09K +65 +2%
WBCM
402
Wilson & Boucher Capital Management
California
$287K
TC
403
Trilogy Capital
California
$285K +$90.3K +828 +42%
AIA
404
Arbor Investment Advisors
North Carolina
$284K +$109 +1 +0%
CCM
405
Colorado Capital Management
Colorado
$277K +$295K +2,707 New
SVWAG
406
Sound View Wealth Advisors Group
Georgia
$276K -$92.4K -847 -24%
JFA
407
JNBA Financial Advisors
Minnesota
$274K -$18.5K -170 -6%
CFD
408
Creative Financial Designs
Indiana
$268K -$22.6K -207 -7%
SG
409
Somerset Group
Minnesota
$264K +$22.7K +208 +9%
SA
410
Sovran Advisors
California
$264K +$86.3K +791 +41%
KP
411
Keel Point
Alabama
$263K
GWP
412
Gateway Wealth Partners
Wisconsin
$262K +$36.2K +332 +15%
SAM
413
Smartleaf Asset Management
Massachusetts
$258K
EFG
414
Erickson Financial Group
Pennsylvania
$255K +$31K +284 +13%
SWP
415
Stratos Wealth Partners
Ohio
$254K +$1.85K +17 +0.7%
MAG
416
MRA Advisory Group
New Jersey
$254K -$21.8K -200 -7%
HF
417
HRT Financial
New York
$248K +$265K +2,428 New
BBA
418
Braun-Bostich & Associates
Pennsylvania
$245K -$12.4K -114 -5%
SW
419
Simplicity Wealth
New Jersey
$242K +$258K +2,368 New
AC
420
AlphaCore Capital
California
$241K +$256K +2,350 New
GWSG
421
GPS Wealth Strategies Group
Colorado
$240K +$109 +1 +0%
ZAM
422
Zevin Asset Management
Massachusetts
$240K -$49K -449 -16%
Renaissance Technologies
423
Renaissance Technologies
New York
$236K -$1.4M -12,800 -85%
BFA
424
Brown Financial Advisors
Ohio
$236K +$4.15K +38 +2%
WDL
425
Well Done LLC
Michigan
$233K -$24.4K -224 -10%