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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
401
Great Valley Advisor Group
Delaware
$320K -$72.7K -683 -20%
MLA
402
My Legacy Advisors
Oregon
$318K -$65.5K -615 -19%
CWM
403
Centurion Wealth Management
Virginia
$318K -$9.9K -93 -3%
CCM
404
Colorado Capital Management
Colorado
$314K
SVWAG
405
Sound View Wealth Advisors Group
Georgia
$313K
JFA
406
JNBA Financial Advisors
Minnesota
$310K -$745 -7 -0.3%
WS
407
Wedbush Securities
California
$309K -$15.8K -148 -5%
MIM
408
Macroview Investment Management
Maryland
$303K +$278K +2,607 New
GWP
409
Gateway Wealth Partners
Wisconsin
$301K +$3.62K +34 +1%
CWS
410
Cypress Wealth Services
California
$299K +$275K +2,578 New
First Trust Advisors
411
First Trust Advisors
Illinois
$298K +$63K +592 +30%
KP
412
Keel Point
Alabama
$298K
M
413
MYeCFO
California
$297K -$143K -1,340 -34%
SG
414
Somerset Group
Minnesota
$293K -$6.07K -57 -2%
JIC
415
Johnson Investment Counsel
Ohio
$290K -$106K -1,000 -29%
RDFA
416
Ritter Daniher Financial Advisory
Ohio
$290K -$53.2K -500 -17%
EFG
417
Erickson Financial Group
Pennsylvania
$289K -$213 -2 -0.1%
SWP
418
Stratos Wealth Partners
Ohio
$283K -$5.43K -51 -2%
AWM
419
AE Wealth Management
Kansas
$281K -$1.53M -14,343 -86%
SAM
420
Smartleaf Asset Management
Massachusetts
$279K -$12.8K -120 -5%
GWSG
421
GPS Wealth Strategies Group
Colorado
$273K +$106 +1 +0%
BBA
422
Braun-Bostich & Associates
Pennsylvania
$271K -$6.18K -58 -2%
VBFP
423
Valtinson Bruner Financial Planning
Minnesota
$271K +$13.8K +130 +6%
CFD
424
Creative Financial Designs
Indiana
$268K -$33.4K -314 -12%
BFA
425
Brown Financial Advisors
Ohio
$267K