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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
451
Sequent Planning
Nebraska
$240K -$3.87K -32 -2%
MCM
452
MAI Capital Management
Ohio
$236K – – –
JF
453
JSF Financial
California
$236K +$7.5K +62 +3%
CPW
454
Cove Private Wealth
New York
$235K – – –
FFC
455
Frederick Financial Consultants
Maryland
$235K – – –
SC
456
Savant Capital
Illinois
$234K +$225K +1,860 New
BG
457
Bahl & Gaynor
Ohio
$232K -$4.96K -41 -2%
RF
458
Rossby Financial
Florida
$232K – – –
DT
459
Diversified Trust
Tennessee
$230K -$7.01K -58 -3%
CCMI
460
Creative Capital Management Investments
California
$229K – – –
CIBC World Market
461
CIBC World Market
Ontario, Canada
$229K +$4.11K +34 +2%
SFG
462
Snider Financial Group
Washington
$228K – – –
LWCFA
463
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$226K – – –
EPW
464
Endeavor Private Wealth
Kansas
$226K +$967 +8 +0.4%
FNWM
465
Financial Network Wealth Management
Utah
$225K +$212K +1,750 New
BFA
466
Beacon Financial Advisory
Ohio
$223K +$1.45K +12 +0.7%
CIAS
467
CFS Investment Advisory Services
New Jersey
$222K -$3.02K -25 -1%
PWMAG
468
Pinnacle Wealth Management Advisory Group
New Jersey
$222K +$2.78K +23 +1%
BW
469
Basepoint Wealth
Iowa
$222K +$121 +1 +0.1%
MA
470
Mutual Advisors
Nebraska
$222K -$22.2K -184 -10%
AWM
471
AllSquare Wealth Management
New York
$218K -$4.84K -40 -2%
GSEP
472
Golden State Equity Partners
California
$216K -$11K -91 -5%
AWM
473
Affinity Wealth Management
Delaware
$216K -$172K -1,422 -45%
SS
474
Sound Stewardship
Kansas
$215K +$207K +1,710 New
SMF
475
Sterling Manor Financial
New York
$211K +$202K +1,674 New