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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
$340K +$6.78K +53 +2%
WBCM
402
Wilson & Boucher Capital Management
California
$339K
AIA
403
Arbor Investment Advisors
North Carolina
$337K +$128 +1 +0%
ACA
404
AllStreet Capital Advisors
California
$335K
BW
405
BIP Wealth
Georgia
$335K -$550K -4,300 -61%
FCG
406
Fielder Capital Group
Tennessee
$334K
BFA
407
Beacon Financial Advisory
Ohio
$331K +$2.56K +20 +0.7%
GWMR
408
GC Wealth Management RIA
Massachusetts
$329K +$39.3K +307 +13%
TCIIS
409
TIAA-CREF Individual & Institutional Services
New York
$328K +$346K +2,709 New
AWM
410
Avior Wealth Management
Nebraska
$325K +$94.2K +737 +38%
SVWAG
411
Sound View Wealth Advisors Group
Georgia
$325K -$1.92K -15 -0.6%
WMA
412
Wealth Management Associates
New Jersey
$319K
UWM
413
Urban Wealth Management
California
$317K -$17.6K -138 -5%
JSW
414
Journey Strategic Wealth
New Jersey
$316K -$4.99K -39 -1%
GWP
415
Gen-Wealth Partners
Michigan
$312K -$26.8K -210 -8%
B
416
Bedminster
South Carolina
$311K
KP
417
Keel Point
Alabama
$311K
JC
418
JB Capital
Connecticut
$310K -$56K -438 -15%
VT
419
Vise Technologies
New York
$308K
AF
420
ASL Financial
California
$303K
JIC
421
Johnson Investment Counsel
Ohio
$303K
RDFA
422
Ritter Daniher Financial Advisory
Ohio
$303K
LWCFA
423
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$303K
DI
424
DDFG Inc
California
$299K
BlackRock
425
BlackRock
New York
$297K +$211K +1,654 +209%