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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ISFAN
526
Investor's Fiduciary Advisor Network
Washington
$213K -$2.16M -15,737 -91%
FFP
527
FourThought Financial Partners
Florida
$213K +$205K +1,493 New
BIAS
528
Beacon Investment Advisory Services
New Jersey
$212K +$411 +3 +0.2%
CWI
529
Conscious Wealth Investments
Florida
$211K +$205K +1,498 New
BOH
530
Bank of Hawaii
Hawaii
$210K +$202K +1,473 New
AA
531
Addison Advisors
Vermont
$209K -$340K -2,484 -63%
BFG
532
Baron Financial Group
New Jersey
$209K +$201K +1,465 New
LI
533
LVZ Inc
Michigan
$207K +$199K +1,453 New
OA
534
Oxbow Advisors
Texas
$206K +$198K +1,444 New
AMG
535
APS Management Group
California
$201K +$194K +1,414 New
CT
536
Clearstead Trust
Maine
$200K
MA
537
MCF Advisors
Kentucky
$195K
WIM
538
Westside Investment Management
California
$193K
EA
539
Evolution Advisers
Virginia
$187K +$180K +1,314 New
JWA
540
JFS Wealth Advisors
Pennsylvania
$185K -$11K -80 -6%
TWIM
541
TIAA Wealth Investment Management
New York
$179K +$167K +1,215 +2,209%
RL
542
Rogco LP
Oklahoma
$175K
KBC Group
543
KBC Group
Belgium
$171K -$5.48K -40 -3%
CT
544
Caldwell Trust
Florida
$171K
PRAG
545
Portfolio Resources Advisor Group
Florida
$169K +$25.6K +187 +19%
TCM
546
TD Capital Management
Tennessee
$164K +$274 +2 +0.2%
Bessemer Group
547
Bessemer Group
New Jersey
$164K -$6.71K -49 -4%
AA
548
Ancora Advisors
Ohio
$164K
PGAM
549
Princeton Global Asset Management
New Jersey
$163K +$1.92K +14 +1%
HNB
550
Huntington National Bank
Ohio
$156K