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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
151
Stuart Chaussee & Associates
California
$55K
CT
152
Clearstead Trust
Maine
$54K +$30.4K +634 +138%
SWM
153
SeaCrest Wealth Management
New York
$53K +$51.5K +1,074 New
HCA
154
Heck Capital Advisors
Wisconsin
$51.4K +$36.5K +760 +266%
Bessemer Group
155
Bessemer Group
New Jersey
$49K
PFA
156
Pathway Financial Advisors
Vermont
$46K +$45.1K +940 New
SPIA
157
Steward Partners Investment Advisory
New York
$44K +$28.8K +600 +197%
GRP
158
Global Retirement Partners
California
$42K
HI
159
Hudock Inc
Pennsylvania
$33K +$288 +6 +0.9%
Manulife (Manufacturers Life Insurance)
160
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33K +$9.6K +200 +43%
GWM
161
Geneos Wealth Management
Colorado
$32K
CWM
162
Catamount Wealth Management
Connecticut
$28K +$27.3K +568 New
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$27K
MIFH
164
Migdal Insurance & Financial Holdings
Israel
$23K -$10.1K -210 -31%
ATC
165
Adirondack Trust Company
New York
$21K
PA
166
Parallel Advisors
California
$21K +$6.24K +130 +42%
RFA
167
Reilly Financial Advisors
California
$21K +$20.8K +434 New
BWP
168
Baldwin Wealth Partners
Massachusetts
$20K
PG
169
Patten Group
Tennessee
$20K
MFT
170
Moisand Fitzgerald Tamayo
Florida
$14K
CB
171
Community Bank
New York
$12K
TWA
172
TCI Wealth Advisors
Arizona
$11K +$10.7K +222 New
SSB
173
Sandy Spring Bank
Maryland
$9K
TF
174
Tompkins Financial
New York
$9K +$8.73K +182 New
APA
175
American Portfolios Advisors
New York
$7.86K +$7.68K +160 New