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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSC
426
Prentiss Smith & Co
Vermont
$239K – – –
RF
427
Rossby Financial
Florida
$237K +$240K +2,148 New
BG
428
Bahl & Gaynor
Ohio
$237K -$309K -2,762 -56%
MWM
429
Modern Wealth Management
Kansas
$236K +$239K +2,143 New
WP
430
Wealthspan Partners
Iowa
$236K +$559 +5 +0.2%
F8IS
431
Figure 8 Investment Strategies
Idaho
$234K +$238K +2,126 New
SHWM
432
Smith & Howard Wealth Management
Georgia
$234K – – –
OPA
433
Old Port Advisors
Maine
$232K – – –
TW
434
TritonPoint Wealth
Maryland
$230K – – –
HR
435
Howe & Rusling
New York
$230K +$670 +6 +0.3%
GIA
436
Gladstone Institutional Advisory
Florida
$229K +$559 +5 +0.2%
UL
437
Unionview LLC
Washington
$229K +$670 +6 +0.3%
EWA
438
Emergent Wealth Advisors
New York
$228K -$2.68K -24 -1%
REMPR
439
Roof Eidam Maycock Peralta (REMP)
California
$226K – – –
RWP
440
Ridgecrest Wealth Partners
California
$225K – – –
AWM
441
Avior Wealth Management
Nebraska
$225K +$19.1K +171 +9%
VHAM
442
Van Hulzen Asset Management
California
$223K -$69.9K -626 -24%
IWS
443
Insight Wealth Strategies
California
$223K +$894 +8 +0.4%
EW
444
Evoke Wealth
California
$221K – – –
BS
445
Banco Santander
Spain
$221K – – –
MIM
446
Marco Investment Management
Georgia
$221K – – –
TFG
447
Tilson Financial Group
New Jersey
$220K – – –
HPFG
448
Hart & Patterson Financial Group
Massachusetts
$219K -$7.6K -68 -3%
CFG
449
Copley Financial Group
California
$219K -$14.2K -127 -6%
First Trust Advisors
450
First Trust Advisors
Illinois
$217K +$220K +1,966 New