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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFC
476
Frederick Financial Consultants
Maryland
$226K
GF
477
GTS Financial
Minnesota
$226K +$282K +2,205 New
CA
478
Capital Advantage
California
$226K
HNH
479
Hopwood Nicholas Hunter
$225K -$15.6K -122 -6%
SC
480
Savant Capital
Illinois
$225K +$4.22K +33 +2%
CIAS
481
CFS Investment Advisory Services
New Jersey
$221K -$11.6K -91 -5%
CCMI
482
Creative Capital Management Investments
California
$220K
VBFP
483
Valtinson Bruner Financial Planning
Minnesota
$219K -$9.46K -74 -4%
AIM
484
Advyzon Investment Management
Illinois
$218K +$230K +1,800 New
CCM
485
Colorado Capital Management
Colorado
$218K
DT
486
Diversified Trust
Tennessee
$217K -$4.09K -32 -2%
WI
487
WrapManager Inc
California
$214K -$31.7K -248 -12%
BW
488
Basepoint Wealth
Iowa
$214K +$128 +1 +0.1%
PWMAG
489
Pinnacle Wealth Management Advisory Group
New Jersey
$214K
FNWM
490
Financial Network Wealth Management
Utah
$212K
MA
491
Mutual Advisors
Nebraska
$212K +$384 +3 +0.2%
CIBC World Market
492
CIBC World Market
Ontario, Canada
$210K -$11K -86 -5%
SAM
493
Smartleaf Asset Management
Massachusetts
$208K -$136K -1,065 -38%
REMPR
494
Roof Eidam Maycock Peralta (REMP)
California
$206K -$44.7K -350 -17%
RWM
495
Ritholtz Wealth Management
New York
$203K -$94K -735 -31%
HCM
496
Hollencrest Capital Management
California
$202K +$63.4K +496 +42%
CAWM
497
Capital Advisors Wealth Management
Washington
$201K +$128 +1 +0.1%
MPCG
498
Matrix Private Capital Group
New York
$199K
FDCDDQ
499
Federation des caisses Desjardins du Quebec
Quebec, Canada
$188K
BIAS
500
Beacon Investment Advisory Services
New Jersey
$180K +$190K +1,488 New