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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
476
Golden State Equity Partners
California
$229K -$19.1K -149 -7%
CPW
477
Cove Private Wealth
New York
$226K – – –
FFC
478
Frederick Financial Consultants
Maryland
$226K – – –
GF
479
GTS Financial
Minnesota
$226K +$282K +2,205 New
CA
480
Capital Advantage
California
$226K – – –
HNH
481
Hopwood Nicholas Hunter
$225K -$15.6K -122 -6%
SC
482
Savant Capital
Illinois
$225K +$4.22K +33 +2%
CIAS
483
CFS Investment Advisory Services
New Jersey
$221K -$11.6K -91 -5%
CCMI
484
Creative Capital Management Investments
California
$220K – – –
VBFP
485
Valtinson Bruner Financial Planning
Minnesota
$219K -$9.46K -74 -4%
AIM
486
Advyzon Investment Management
Illinois
$218K +$230K +1,800 New
CCM
487
Colorado Capital Management
Colorado
$218K – – –
DT
488
Diversified Trust
Tennessee
$217K -$4.09K -32 -2%
WI
489
WrapManager Inc
California
$214K -$31.7K -248 -12%
BW
490
Basepoint Wealth
Iowa
$214K +$128 +1 +0.1%
PWMAG
491
Pinnacle Wealth Management Advisory Group
New Jersey
$214K – – –
FNWM
492
Financial Network Wealth Management
Utah
$212K – – –
MA
493
Mutual Advisors
Nebraska
$212K +$384 +3 +0.2%
CIBC World Market
494
CIBC World Market
Ontario, Canada
$210K -$11K -86 -5%
SAM
495
Smartleaf Asset Management
Massachusetts
$208K -$136K -1,065 -38%
REMPR
496
Roof Eidam Maycock Peralta (REMP)
California
$206K -$44.7K -350 -17%
RWM
497
Ritholtz Wealth Management
New York
$203K -$94K -735 -31%
HCM
498
Hollencrest Capital Management
California
$202K +$63.4K +496 +42%
CAWM
499
Capital Advisors Wealth Management
Washington
$201K +$128 +1 +0.1%
MPCG
500
Matrix Private Capital Group
New York
$199K – – –