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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VC
126
Vicus Capital
Pennsylvania
$1.54M +$98.8K +1,374 +7%
GA
127
Geller Advisors
New York
$1.49M -$2.25M -31,361 -60%
DWT
128
Dorsey & Whitney Trust
South Dakota
$1.47M -$117K -1,627 -7%
RJT
129
Raymond James Trust
Florida
$1.47M -$18.1K -252 -1%
COCM
130
Charter Oak Capital Management
New Hampshire
$1.45M +$295K +4,110 +26%
GW
131
GW & Wade
Massachusetts
$1.42M +$130K +1,805 +10%
SW
132
SVB Wealth
Massachusetts
$1.38M -$32.8K -457 -2%
HWM
133
HB Wealth Management
Georgia
$1.38M – – –
BTW
134
Boston Trust Walden
Massachusetts
$1.38M +$60K +835 +5%
SFG
135
Sage Financial Group
Pennsylvania
$1.37M +$99.5K +1,384 +8%
Wealthfront Advisers
136
Wealthfront Advisers
California
$1.34M -$160K -2,231 -11%
EFM
137
Eley Financial Management
Vermont
$1.34M +$1.34M +18,638 New
DIA
138
Dana Investment Advisors
Wisconsin
$1.33M +$1.33M +18,571 New
FFA
139
Farther Finance Advisors
California
$1.33M +$1.33M +18,497 New
NW
140
NewEdge Wealth
Pennsylvania
$1.32M -$277K -3,850 -17%
AFG
141
Affinia Financial Group
Massachusetts
$1.31M +$246K +3,429 +24%
SPIA
142
Steward Partners Investment Advisory
New York
$1.3M +$287K +3,997 +28%
OCM
143
One Capital Management
California
$1.29M -$927K -12,904 -42%
AWM
144
AE Wealth Management
Kansas
$1.29M -$99.8K -1,389 -7%
CA
145
Cetera Advisors
Colorado
$1.28M +$795K +11,065 +162%
BP
146
BBR Partners
New York
$1.24M -$4.74K -66 -0.4%
AFS
147
Annapolis Financial Services
Maryland
$1.24M – – –
DJSG
148
D.J. St. Germain
Massachusetts
$1.24M +$1.34M +18,619 +115%
AWS
149
AJ Wealth Strategies
New York
$1.21M -$348K -4,841 -22%
AIP
150
Ameritas Investment Partners
Nebraska
$1.19M -$46.3K -644 -4%