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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
101
Baron Financial Group
New Jersey
$1.75M +$52.7K +655 +3%
WWM
102
Western Wealth Management
Colorado
$1.72M +$406K +5,044 +32%
SFG
103
Sage Financial Group
Pennsylvania
$1.71M -$5.95K -74 -0.4%
Stifel Financial
104
Stifel Financial
Missouri
$1.71M +$160K +1,984 +11%
CCA
105
Childress Capital Advisors
Texas
$1.68M
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$1.67M +$96.2K +1,195 +6%
NCM
107
Neumann Capital Management
California
$1.6M +$313K +3,890 +25%
BAAM
108
Baker Avenue Asset Management
California
$1.57M +$114K +1,414 +8%
AIA
109
Arbor Investment Advisors
North Carolina
$1.56M -$76.2K -947 -5%
WT
110
Whittier Trust
California
$1.55M +$16.1K +200 +1%
FSA
111
Financial Services Advisory
Maryland
$1.53M +$206K +2,558 +16%
IFWM
112
Institute for Wealth Management
Colorado
$1.52M +$49.6K +616 +3%
1WM
113
1900 Wealth Management
Texas
$1.5M -$11.2K -139 -0.8%
WMP
114
Wealth Management Partners
Arizona
$1.47M +$72.3K +898 +5%
AFS
115
Annapolis Financial Services
Maryland
$1.43M
COCM
116
Charter Oak Capital Management
New Hampshire
$1.4M -$52.1K -648 -4%
AWS
117
AJ Wealth Strategies
New York
$1.39M
PPW
118
Parcion Private Wealth
Washington
$1.37M
WLIM
119
White Lighthouse Investment Management
Massachusetts
$1.36M +$198K +2,458 +18%
CF
120
Clarity Financial
Texas
$1.32M +$1.28M +15,946 New
IRC
121
Investors Research Corp
Georgia
$1.3M
DAS
122
Dynamic Advisor Solutions
Arizona
$1.27M +$161K +2,006 +15%
WP
123
WealthSource Partners
California
$1.21M -$175K -2,181 -13%
BP
124
BBR Partners
New York
$1.21M
BCM
125
BlueCrest Capital Management
Jersey
$1.2M +$684K +8,502 +142%