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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
151
Acropolis Investment Management
Missouri
$420K
BlackRock
152
BlackRock
New York
$415K -$6.46M -112,538 -93%
WCWM
153
Willow Creek Wealth Management
California
$412K -$21.2K -370 -4%
CFGS
154
Concourse Financial Group Securities
Alabama
$412K +$36.2K +630 +8%
BS
155
Banco Santander
Spain
$390K +$459K +8,000 New
BRWA
156
B. Riley Wealth Advisors
Florida
$384K +$452K +7,870 New
PO
157
Private Ocean
California
$375K -$115 -2 -0%
VC
158
Vicus Capital
Pennsylvania
$367K +$70.4K +1,226 +19%
CA
159
Cetera Advisors
Colorado
$361K +$51.2K +892 +14%
CC
160
Callan Capital
California
$359K -$10.6K -184 -2%
MIA
161
MainStreet Investment Advisors
Illinois
$354K -$67.8K -1,180 -14%
MPWT
162
MassMutual Private Wealth & Trust
Connecticut
$354K -$67.8K -1,180 -14%
NEPPG
163
New England Professional Planning Group
Rhode Island
$350K
CCA
164
Cobblestone Capital Advisors
New York
$348K
PCG
165
Private Capital Group
Connecticut
$342K +$5.28K +92 +1%
TA
166
Tiedemann Advisors
New York
$336K -$60.8K -1,058 -13%
SA
167
Silversage Advisors
California
$322K +$148K +2,580 +64%
PCM
168
Pennsylvania Capital Management
Pennsylvania
$320K
ACG
169
Allen Capital Group
Nebraska
$311K
VA
170
Valmark Advisers
Ohio
$301K
TI
171
Trexquant Investment
Connecticut
$295K +$348K +6,060 New
PA
172
Prism Advisors
California
$291K +$69.9K +1,218 +26%
CFG
173
Cooper Financial Group
California
$288K
WDL
174
Well Done LLC
Michigan
$280K +$331K +5,758 New
FFG
175
Frisch Financial Group
New York
$277K +$1.15K +20 +0.4%