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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
501
Colonial Trust Advisors
South Carolina
$51.2K – – –
SL
502
Salomon & Ludwin
Virginia
$48.5K +$6.87K +63 +15%
MFS
503
Mattson Financial Services
Michigan
$47.8K – – –
MFT
504
Moisand Fitzgerald Tamayo
Florida
$47.4K -$2.84K -26 -5%
DFA
505
DHJJ Financial Advisors
Illinois
$44.7K – – –
Qube Research & Technologies (QRT)
506
Qube Research & Technologies (QRT)
United Kingdom
$42.3K -$54.3K -498 -55%
T
507
Transce3nd
Texas
$41.3K +$5.89K +54 +15%
DWA
508
Dougherty Wealth Advisers
Minnesota
$41.1K – – –
QCG
509
Quadrant Capital Group
Ohio
$38.9K – – –
MWA
510
Medallion Wealth Advisors
Connecticut
$36.8K – – –
EB
511
Eastern Bank
Massachusetts
$36.5K -$19.7K -181 -34%
CYG
512
Clean Yield Group
Vermont
$36.4K +$38.7K +355 New
WCM
513
WealthTrak Capital Management
Virginia
$33.4K – – –
AIC
514
Archer Investment Corporation
Indiana
$31.1K – – –
CAWM
515
Capital A Wealth Management
Pennsylvania
$30.9K – – –
TWC
516
TD Waterhouse Canada
Ontario, Canada
$30.5K -$16.4K -150 -34%
CRFG
517
Columbia River Financial Group
Washington
$30K +$32.4K +297 New
LFG
518
Larson Financial Group
Missouri
$28.2K +$109 +1 +0.4%
CTC
519
Central Trust Company
Missouri
$28.1K +$2.18K +20 +8%
CPG
520
Cornerstone Planning Group
New Jersey
$26.3K +$29.2K +268 New
HCM
521
Hollencrest Capital Management
California
$22.7K – – –
CWM
522
Copia Wealth Management
Oregon
$21.5K – – –
PWA
523
Physician Wealth Advisors
Utah
$18.6K -$109 -1 -0.5%
HWA
524
Heritage Wealth Advisors
Virginia
$18.4K – – –
GFPC
525
Global Financial Private Client
Florida
$18.3K +$655 +6 +3%