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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
AllSquare Wealth Management
New York
$71K +$69.3K +1,524 New
FANJ
127
Financial Architects (New Jersey)
New Jersey
$68K
TCM
128
TD Capital Management
Tennessee
$66K +$273 +6 +0.4%
FWM
129
Focused Wealth Management
New York
$64K +$1.73K +38 +3%
RFWA
130
RPg Family Wealth Advisory
Massachusetts
$63.8K
LWA
131
Lenox Wealth Advisors
New York
$63K -$13.9K -306 -18%
LNB
132
Ledyard National Bank
$56K
SCA
133
Stuart Chaussee & Associates
California
$52K +$50.5K +1,110 New
IA
134
IFP Advisors
Florida
$51K +$3.28K +72 +7%
Bessemer Group
135
Bessemer Group
New Jersey
$46K +$2.91K +64 +7%
WAM
136
Watermark Asset Management
California
$43K +$182 +4 +0.4%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$43K +$41.7K +916 New
AC
138
Alexandria Capital
Virginia
$42K
GRP
139
Global Retirement Partners
California
$38K -$18.7K -410 -32%
MIFH
140
Migdal Insurance & Financial Holdings
Israel
$32K +$30.9K +680 New
HI
141
Hudock Inc
Pennsylvania
$31K
GWM
142
Geneos Wealth Management
Colorado
$30K +$19.9K +438 +199%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$26K +$25K +550 New
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K
CT
145
Clearstead Trust
Maine
$21K +$15K +330 +254%
ATC
146
Adirondack Trust Company
New York
$20K
BWP
147
Baldwin Wealth Partners
Massachusetts
$19K
PG
148
Patten Group
Tennessee
$19K
PA
149
Parallel Advisors
California
$15K
SPIA
150
Steward Partners Investment Advisory
New York
$14K +$7.46K +164 +117%