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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
426
CRA Financial Services
New Jersey
$233K -$14.5K -133 -6%
PA
427
Pinnacle Associates
New York
$232K +$247K +2,268 New
EAM
428
Erste Asset Management
Austria
$231K -$771K -7,067 -12%
CA
429
Claro Advisors
Massachusetts
$230K -$14.6K -134 -6%
M&T Bank
430
M&T Bank
New York
$229K
WCG
431
Weaver Consulting Group
California
$227K
VBFP
432
Valtinson Bruner Financial Planning
Minnesota
$225K -$17.2K -158 -7%
PSC
433
Prentiss Smith & Co
Vermont
$222K
CAAS
434
Capital Asset Advisory Services
Michigan
$220K +$231K +2,121 New
MWM
435
Modern Wealth Management
Kansas
$219K
MHC
436
May Hill Capital
Massachusetts
$219K +$233K +2,139 New
CIBC World Market
437
CIBC World Market
Ontario, Canada
$219K +$233K +2,135 New
F8IS
438
Figure 8 Investment Strategies
Idaho
$218K
JWBC
439
J.W. Burns & Co
New York
$218K -$87.3K -800 -27%
AWM
440
Axxcess Wealth Management
California
$217K +$231K +2,121 New
PS
441
Principal Securities
Iowa
$216K
OPA
442
Old Port Advisors
Maine
$215K
HR
443
Howe & Rusling
New York
$214K +$545 +5 +0.2%
4FG
444
4Thought Financial Group
New York
$214K -$19.9K -182 -8%
TW
445
TritonPoint Wealth
Maryland
$214K
GIA
446
Gladstone Institutional Advisory
Florida
$213K +$545 +5 +0.2%
SHWM
447
Smith & Howard Wealth Management
Georgia
$213K -$4.91K -45 -2%
REMPR
448
Roof Eidam Maycock Peralta (REMP)
California
$210K
AWM
449
Avior Wealth Management
Nebraska
$209K +$327 +3 +0.1%
RWP
450
Ridgecrest Wealth Partners
California
$209K -$218 -2 -0.1%