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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
151
Gould Asset Management
California
$274K – – –
T. Rowe Price Associates
152
T. Rowe Price Associates
Maryland
$273K -$39.1K -770 -13%
SFSG
153
Stearns Financial Services Group
North Carolina
$273K +$91.3K +1,800 +53%
Fiera Capital (Canada)
154
Fiera Capital (Canada)
Quebec, Canada
$267K -$577K -11,380 -69%
TWM
155
Titus Wealth Management
California
$267K +$1.01K +20 +0.4%
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$266K +$124K +2,440 +94%
LRIA
157
Leonard Rickey Investment Advisors
Washington
$263K -$32.5K -640 -11%
BCM
158
Blume Capital Management
California
$263K – – –
COI
159
Capital One Investing
Virginia
$257K +$247K +4,876 New
OC
160
Oppenheimer & Co
New York
$254K +$25.4K +500 +12%
OAM
161
Occidental Asset Management
California
$253K – – –
TNBTD
162
Trustmark National Bank Trust Department
Mississippi
$251K – – –
PA
163
Prism Advisors
California
$250K +$13K +256 +6%
Cerity Partners
164
Cerity Partners
New York
$248K – – –
CFS
165
CRA Financial Services
New Jersey
$243K – – –
CAG
166
Crestwood Advisors Group
Massachusetts
$232K – – –
WF
167
WoodTrust Financial
Wisconsin
$229K -$15.6K -308 -7%
EFL
168
ERn Financial LLC
Wisconsin
$226K +$212K +4,178 New
VWA
169
VERITY Wealth Advisors
United States
$223K +$214K +4,224 New
GWM
170
Greenwich Wealth Management
Connecticut
$221K -$188K -3,702 -47%
AWM
171
Aevitas Wealth Management
Massachusetts
$221K +$35.1K +692 +20%
EFSCE
172
Enterprise Financial Services Corp (EFSC)
Missouri
$220K +$211K +4,164 New
Comerica Bank
173
Comerica Bank
Texas
$218K +$205K +4,040 New
DADC
174
D.A. Davidson & Co
Montana
$216K +$207K +4,088 New
HBT
175
Hills Bank & Trust
Iowa
$216K +$208K +4,100 New