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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DT
501
Diversified Trust
Tennessee
$235K – – –
CIBC World Market
502
CIBC World Market
Ontario, Canada
$234K – – –
CCMI
503
Creative Capital Management Investments
California
$234K – – –
SFG
504
Snider Financial Group
Washington
$233K – – –
CCM
505
Colorado Capital Management
Colorado
$232K -$116K -909 -34%
ACM
506
Absolute Capital Management
Pennsylvania
$231K +$229K +1,795 New
CAMV
507
Concord Asset Management (Virginia)
Virginia
$229K -$125K -982 -36%
TAP
508
TSG Advice Partners
Ohio
$227K +$225K +1,765 New
BW
509
Basepoint Wealth
Iowa
$227K +$128 +1 +0.1%
PWMAG
510
Pinnacle Wealth Management Advisory Group
New Jersey
$227K -$128 -1 -0.1%
FNWM
511
Financial Network Wealth Management
Utah
$225K – – –
CIAS
512
CFS Investment Advisory Services
New Jersey
$225K +$1.53K +12 +0.7%
MA
513
Mutual Advisors
Nebraska
$225K – – –
AWM
514
Affinity Wealth Management
Delaware
$220K – – –
SP
515
Sequent Planning
Nebraska
$217K -$28.4K -222 -12%
1WM
516
1900 Wealth Management
Texas
$214K – – –
CAWM
517
Capital Advisors Wealth Management
Washington
$214K +$255 +2 +0.1%
PMG
518
ProVise Management Group
Florida
$213K – – –
EPW
519
Endeavor Private Wealth
Kansas
$212K -$18.5K -145 -8%
FPW
520
Flagship Private Wealth
Massachusetts
$211K +$383 +3 +0.2%
AFP
521
Ausdal Financial Partners
Iowa
$211K -$62.8K -492 -23%
MPCG
522
Matrix Private Capital Group
New York
$211K – – –
CSA
523
Cottage Street Advisors
Massachusetts
$211K +$383 +3 +0.2%
HCM
524
Howland Capital Management
Massachusetts
$210K – – –
HFA
525
High Falls Advisors
New York
$210K +$255 +2 +0.1%