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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
101
Buckingham Strategic Wealth
Missouri
$1.05M +$17.5K +304 +2%
AWS
102
AJ Wealth Strategies
New York
$1.02M
AF
103
AtlasMark Financial
Texas
$1.02M
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$1M +$33.8K +588 +4%
AIA
105
Arbor Investment Advisors
North Carolina
$955K +$102K +1,768 +13%
BP
106
BBR Partners
New York
$918K -$19.9K -346 -2%
AAS
107
Avantax Advisory Services
Texas
$911K +$872K +15,186 New
BTW
108
Boston Trust Walden
Massachusetts
$900K -$51.7K -900 -6%
TA
109
Trellis Advisors
Washington
$861K +$2.53K +44 +0.3%
ASN
110
Advisory Services Network
Georgia
$819K +$218K +3,802 +39%
AI
111
Accredited Investors
Minnesota
$808K +$18.2K +316 +2%
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$792K +$507K +8,826 +202%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$757K +$63.4K +1,104 +10%
CPIG
114
Chicago Partners Investment Group
Illinois
$752K +$24K +418 +4%
RJT
115
Raymond James Trust
Florida
$752K +$120K +2,096 +20%
WR
116
Watson Rebecca
$749K +$717K +12,478 New
BCM
117
Brookstone Capital Management
Illinois
$745K +$165K +2,872 +30%
WT
118
Whittier Trust
California
$728K +$221K +3,850 +47%
ACM
119
Anfield Capital Management
California
$728K +$668K +11,626 New
PMG
120
ProVise Management Group
Florida
$706K
CFSG
121
Community Financial Services Group
Vermont
$702K +$5.75K +100 +0.9%
CAN
122
Cetera Advisor Networks
California
$696K +$85.1K +1,482 +15%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$680K -$52K -906 -16%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$664K
BAM
125
Barrett Asset Management
New York
$660K -$5.75K -100 -0.9%