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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
451
MAI Capital Management
Ohio
$236K
JF
452
JSF Financial
California
$236K +$7.5K +62 +3%
CPW
453
Cove Private Wealth
New York
$235K
FFC
454
Frederick Financial Consultants
Maryland
$235K
SC
455
Savant Capital
Illinois
$234K +$225K +1,860 New
BG
456
Bahl & Gaynor
Ohio
$232K -$4.96K -41 -2%
RF
457
Rossby Financial
Florida
$232K
DT
458
Diversified Trust
Tennessee
$230K -$7.01K -58 -3%
CCMI
459
Creative Capital Management Investments
California
$229K
CIBC World Market
460
CIBC World Market
Ontario, Canada
$229K +$4.11K +34 +2%
SFG
461
Snider Financial Group
Washington
$228K
LWCFA
462
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$226K
EPW
463
Endeavor Private Wealth
Kansas
$226K +$967 +8 +0.4%
FNWM
464
Financial Network Wealth Management
Utah
$225K +$212K +1,750 New
BFA
465
Beacon Financial Advisory
Ohio
$223K +$1.45K +12 +0.7%
CIAS
466
CFS Investment Advisory Services
New Jersey
$222K -$3.02K -25 -1%
PWMAG
467
Pinnacle Wealth Management Advisory Group
New Jersey
$222K +$2.78K +23 +1%
BW
468
Basepoint Wealth
Iowa
$222K +$121 +1 +0.1%
MA
469
Mutual Advisors
Nebraska
$222K -$22.2K -184 -10%
AWM
470
AllSquare Wealth Management
New York
$218K -$4.84K -40 -2%
GSEP
471
Golden State Equity Partners
California
$216K -$11K -91 -5%
AWM
472
Affinity Wealth Management
Delaware
$216K -$172K -1,422 -45%
SS
473
Sound Stewardship
Kansas
$215K +$207K +1,710 New
SMF
474
Sterling Manor Financial
New York
$211K +$202K +1,674 New
1WM
475
1900 Wealth Management
Texas
$209K +$201K +1,663 New