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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M
401
MYeCFO
California
$322K
EFG
402
Erickson Financial Group
Pennsylvania
$319K +$5.8K +48 +2%
SG
403
Somerset Group
Minnesota
$319K +$1.57K +13 +0.5%
RIS
404
Richmond Investment Services
Wisconsin
$317K +$80.3K +664 +36%
VBFP
405
Valtinson Bruner Financial Planning
Minnesota
$317K +$22.1K +183 +8%
JIC
406
Johnson Investment Counsel
Ohio
$315K
RDFA
407
Ritter Daniher Financial Advisory
Ohio
$315K
DI
408
DDFG Inc
California
$313K +$301K +2,488 New
SAM
409
Smartleaf Asset Management
Massachusetts
$302K
KIM
410
Kestra Investment Management
Texas
$298K -$202K -1,667 -41%
GWSG
411
GPS Wealth Strategies Group
Colorado
$296K +$121 +1 +0%
SWP
412
Stratos Wealth Partners
Ohio
$293K -$12.5K -103 -4%
PA
413
Pinnacle Associates
New York
$290K +$2.78K +23 +1%
BFA
414
Brown Financial Advisors
Ohio
$290K
BBA
415
Braun-Bostich & Associates
Pennsylvania
$285K -$8.83K -73 -3%
NCTC
416
New Covenant Trust Company
Indiana
$284K
AWM
417
AE Wealth Management
Kansas
$284K -$20.1K -166 -7%
M&T Bank
418
M&T Bank
New York
$281K
WCG
419
Weaver Consulting Group
California
$280K
CFS
420
CRA Financial Services
New Jersey
$276K -$9.91K -82 -4%
CA
421
Capital Advantage
California
$275K +$12.5K +103 +5%
WDL
422
Well Done LLC
Michigan
$274K -$2.9K -24 -1%
PSC
423
Prentiss Smith & Co
Vermont
$273K
AFP
424
Ausdal Financial Partners
Iowa
$269K +$47.2K +390 +22%
F8IS
425
Figure 8 Investment Strategies
Idaho
$268K