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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZAM
451
Zevin Asset Management
Massachusetts
$233K -$36.6K -344 -15%
EW
452
Evoke Wealth
California
$233K – – –
MA
453
Mutual Advisors
Nebraska
$233K +$205K +1,928 New
BS
454
Banco Santander
Spain
$232K – – –
MIM
455
Marco Investment Management
Georgia
$232K – – –
TFG
456
Tilson Financial Group
New Jersey
$232K – – –
SP
457
Sequent Planning
Nebraska
$225K +$206K +1,937 New
FPW
458
Flagship Private Wealth
Massachusetts
$222K +$204K +1,915 New
DWG
459
Darden Wealth Group
Michigan
$222K +$203K +1,907 New
FCM
460
Firestone Capital Management
Florida
$221K +$203K +1,906 New
BG
461
Bahl & Gaynor
Ohio
$219K +$201K +1,886 New
DT
462
Diversified Trust
Tennessee
$219K +$200K +1,882 New
MCM
463
MAI Capital Management
Ohio
$218K -$2.88K -27 -1%
CPW
464
Cove Private Wealth
New York
$217K +$199K +1,866 New
FFC
465
Frederick Financial Consultants
Maryland
$217K +$199K +1,864 New
RIS
466
Richmond Investment Services
Wisconsin
$215K +$197K +1,851 New
RF
467
Rossby Financial
Florida
$213K -$23.6K -222 -11%
BDF
468
Black Diamond Financial
Maryland
$212K +$194K +1,826 New
CCMI
469
Creative Capital Management Investments
California
$211K – – –
JF
470
JSF Financial
California
$210K -$242K -2,274 -56%
SFG
471
Snider Financial Group
Washington
$210K +$193K +1,809 New
ESB
472
Essex Savings Bank
Connecticut
$210K +$193K +1,809 New
GSEP
473
Golden State Equity Partners
California
$210K -$433K -4,068 -69%
EPW
474
Endeavor Private Wealth
Kansas
$207K +$190K +1,786 New
CIBC World Market
475
CIBC World Market
Ontario, Canada
$207K -$37.3K -350 -16%