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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSWM
151
Boston Standard Wealth Management
Massachusetts
$545K +$1.45K +26 +0.3%
CFGS
152
Concourse Financial Group Securities
Alabama
$511K +$11K +198 +2%
BlackRock
153
BlackRock
New York
$510K +$7.56K +136 +2%
PAS
154
Partnervest Advisory Services
California
$509K -$47.7K -858 -9%
WWM
155
Western Wealth Management
Colorado
$509K -$19K -342 -4%
AIM
156
Acropolis Investment Management
Missouri
$509K – – –
WCWM
157
Willow Creek Wealth Management
California
$499K -$889 -16 -0.2%
MA
158
Mutual Advisors
Nebraska
$499K +$470K +8,460 New
CA
159
Cetera Advisors
Colorado
$487K +$46K +828 +11%
MW
160
Marcum Wealth
Ohio
$480K +$452K +8,140 New
BS
161
Banco Santander
Spain
$472K – – –
Franklin Resources
162
Franklin Resources
California
$466K -$68.4K -1,230 -14%
BRWA
163
B. Riley Wealth Advisors
Florida
$466K +$1.22K +22 +0.3%
PO
164
Private Ocean
California
$455K – – –
TFS
165
TrustCore Financial Services
Tennessee
$437K +$111K +1,998 +37%
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$431K +$90.7K +1,632 +29%
TNBTD
167
Trustmark National Bank Trust Department
Mississippi
$430K +$103K +1,844 +34%
CCA
168
Cobblestone Capital Advisors
New York
$421K – – –
AWM
169
Aevitas Wealth Management
Massachusetts
$421K +$131K +2,358 +49%
TI
170
Trexquant Investment
Connecticut
$419K +$57.6K +1,036 +17%
PCG
171
Private Capital Group
Connecticut
$414K -$1.22K -22 -0.3%
TA
172
Tiedemann Advisors
New York
$408K – – –
AFA
173
Arlington Financial Advisors
California
$394K +$69.3K +1,246 +23%
TI
174
tru Independence
Oregon
$389K +$367K +6,594 New
FFN
175
Focus Financial Network
Minnesota
$386K +$103K +1,852 +39%