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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
151
Valmark Advisers
Ohio
$318K – – –
WLIM
152
White Lighthouse Investment Management
Massachusetts
$305K +$299K +5,570 New
BWP
153
BSW Wealth Partners
Colorado
$299K +$14.3K +266 +5%
AC
154
Arjuna Capital
North Carolina
$295K +$290K +5,400 New
WF
155
WoodTrust Financial
Wisconsin
$292K +$53.5K +996 +23%
HA
156
Harborview Advisors
Maine
$291K -$45.5K -846 -14%
OC
157
Oppenheimer & Co
New York
$286K +$22.6K +420 +9%
T. Rowe Price Associates
158
T. Rowe Price Associates
Maryland
$283K – – –
SFSG
159
Stearns Financial Services Group
North Carolina
$281K -$2.04K -38 -0.7%
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$279K +$3.44K +64 +1%
TWM
161
Titus Wealth Management
California
$278K +$645 +12 +0.2%
Fiera Capital (Canada)
162
Fiera Capital (Canada)
Quebec, Canada
$277K – – –
VC
163
Vicus Capital
Pennsylvania
$276K -$63.8K -1,188 -19%
BCM
164
Blume Capital Management
California
$273K – – –
HPC
165
HM Payson & Co
Maine
$272K +$268K +4,980 New
CAG
166
Crestwood Advisors Group
Massachusetts
$271K +$30.5K +568 +13%
MFW
167
Meristem Family Wealth
Minnesota
$267K +$54.4K +1,012 +26%
CIBC World Market
168
CIBC World Market
Ontario, Canada
$267K +$263K +4,886 New
LJAC
169
L.J. Altfest & Co
New York
$265K -$27.4K -510 -10%
PA
170
Prism Advisors
California
$262K +$2.47K +46 +1%
TNBTD
171
Trustmark National Bank Trust Department
Mississippi
$260K – – –
Cerity Partners
172
Cerity Partners
New York
$257K – – –
AWM
173
Aevitas Wealth Management
Massachusetts
$253K +$23.2K +432 +10%
CFS
174
CRA Financial Services
New Jersey
$252K – – –
BCM
175
Brookstone Capital Management
Illinois
$246K +$242K +4,502 New