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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
501
Princeton Global Asset Management
New Jersey
$107K +$108K +967 New
Bessemer Group
502
Bessemer Group
New Jersey
$104K – – –
Qube Research & Technologies (QRT)
503
Qube Research & Technologies (QRT)
United Kingdom
$100K +$46.5K +416 +84%
FA
504
Fedenia Advisers
Wisconsin
$98.9K +$100K +897 New
BA
505
Bristlecone Advisors
Washington
$94.3K +$26.1K +234 +38%
FP
506
Financial Perspectives
Minnesota
$87.9K +$223 +2 +0.3%
ATC
507
Adirondack Trust Company
New York
$86K +$10.1K +90 +13%
SSB
508
Sandy Spring Bank
Maryland
$77.2K – – –
OLVIG
509
Oliver Lagore Vanvalin Investment Group
Michigan
$70.7K -$15.3K -137 -18%
CA
510
Clearstead Advisors
Ohio
$69.3K -$7.04K -63 -9%
PCMC
511
Private Capital Management (Colorado)
Colorado
$68.7K – – –
FWP
512
FAS Wealth Partners
Kansas
$61K +$335 +3 +0.5%
EB
513
Eastern Bank
Massachusetts
$59.2K – – –
PA
514
Parallel Advisors
California
$58.3K +$4.47K +40 +8%
BONH
515
Bank of New Hampshire
New Hampshire
$56.2K – – –
CTA
516
Colonial Trust Advisors
South Carolina
$55.1K – – –
MFT
517
Moisand Fitzgerald Tamayo
Florida
$53.9K -$1.01K -9 -2%
AG
518
AmeriFlex Group
Nevada
$53.2K +$53.1K +475 New
IA
519
IFP Advisors
Florida
$52.5K – – –
MFS
520
Mattson Financial Services
Michigan
$50.8K -$16.4K -147 -24%
TWC
521
TD Waterhouse Canada
Ontario, Canada
$49.2K – – –
CP
522
Castleview Partners
Texas
$48.7K – – –
DFA
523
DHJJ Financial Advisors
Illinois
$48.1K – – –
OP
524
ORG Partners
Indiana
$47.7K -$2.68K -24 -5%
SL
525
Salomon & Ludwin
Virginia
$45.3K – – –