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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
426
Johnson Investment Counsel
Ohio
$356K
RDFA
427
Ritter Daniher Financial Advisory
Ohio
$356K
TRCT
428
Tower Research Capital (TRC)
New York
$350K -$215K -1,569 -39%
BFA
429
Beacon Financial Advisory
Ohio
$348K -$39.7K -290 -11%
BlackRock
430
BlackRock
New York
$347K -$1.65K -12 -0.5%
DI
431
DDFG Inc
California
$345K -$6.3K -46 -2%
LWCFA
432
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$342K
SWP
433
Stratos Wealth Partners
Ohio
$341K +$9.46K +69 +3%
PSCM
434
Per Stirling Capital Management
Texas
$339K +$685 +5 +0.2%
BCM
435
Blume Capital Management
California
$335K
TPA
436
Trivium Point Advisory
Connecticut
$331K +$318K +2,323 New
APFP
437
Action Point Financial Planning
Michigan
$330K +$318K +2,317 New
PA
438
Pinnacle Associates
New York
$326K -$1.23K -9 -0.4%
RF
439
Rossby Financial
Florida
$323K +$14K +102 +5%
NCTC
440
New Covenant Trust Company
Indiana
$321K
EI
441
Ethic Inc
New York
$320K +$308K +2,246 New
FPH
442
Financial Planning Hawaii
Hawaii
$318K
M&T Bank
443
M&T Bank
New York
$318K
KIM
444
Kestra Investment Management
Texas
$314K +$5.07K +37 +2%
CFS
445
CRA Financial Services
New Jersey
$312K
EPW
446
Endeavor Private Wealth
Kansas
$311K -$18.5K -135 -6%
PSC
447
Prentiss Smith & Co
Vermont
$309K
WCG
448
Weaver Consulting Group
California
$308K
SFG
449
Snider Financial Group
Washington
$307K
HR
450
Howe & Rusling
New York
$303K +$274 +2 +0.1%