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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNB
151
Ledyard National Bank
$59K – – –
SCA
152
Stuart Chaussee & Associates
California
$55K – – –
CT
153
Clearstead Trust
Maine
$54K +$30.4K +634 +138%
SWM
154
SeaCrest Wealth Management
New York
$53K +$51.5K +1,074 New
HCA
155
Heck Capital Advisors
Wisconsin
$51.4K +$36.5K +760 +266%
Bessemer Group
156
Bessemer Group
New Jersey
$49K – – –
PFA
157
Pathway Financial Advisors
Vermont
$46K +$45.1K +940 New
SPIA
158
Steward Partners Investment Advisory
New York
$44K +$28.8K +600 +197%
GRP
159
Global Retirement Partners
California
$42K – – –
HI
160
Hudock Inc
Pennsylvania
$33K +$288 +6 +0.9%
Manulife (Manufacturers Life Insurance)
161
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33K +$9.6K +200 +43%
GWM
162
Geneos Wealth Management
Colorado
$32K – – –
CWM
163
Catamount Wealth Management
Connecticut
$28K +$27.3K +568 New
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$27K – – –
MIFH
165
Migdal Insurance & Financial Holdings
Israel
$23K -$10.1K -210 -31%
ATC
166
Adirondack Trust Company
New York
$21K – – –
PA
167
Parallel Advisors
California
$21K +$6.24K +130 +42%
RFA
168
Reilly Financial Advisors
California
$21K +$20.8K +434 New
BWP
169
Baldwin Wealth Partners
Massachusetts
$20K – – –
PG
170
Patten Group
Tennessee
$20K – – –
MFT
171
Moisand Fitzgerald Tamayo
Florida
$14K – – –
CB
172
Community Bank
New York
$12K – – –
TWA
173
TCI Wealth Advisors
Arizona
$11K +$10.7K +222 New
SSB
174
Sandy Spring Bank
Maryland
$9K – – –
TF
175
Tompkins Financial
New York
$9K +$8.73K +182 New