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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
151
Harfst & Associates
Wyoming
$608K +$2.9K +46 +0.5%
PBO
152
Peoples Bank (Ohio)
Ohio
$595K
PAS
153
Partnervest Advisory Services
California
$594K +$41.8K +662 +8%
BSWM
154
Boston Standard Wealth Management
Massachusetts
$593K +$2.02K +32 +0.3%
FLPIM
155
F.L. Putnam Investment Management
Massachusetts
$581K -$39.5K -626 -6%
WWM
156
Western Wealth Management
Colorado
$572K +$19.4K +308 +4%
DAS
157
Dynamic Advisor Solutions
Arizona
$561K +$554K +8,776 New
IWC
158
Integrated Wealth Concepts
Massachusetts
$558K -$54.8K -868 -9%
WAP
159
Wealthcare Advisory Partners
Pennsylvania
$558K +$89.4K +1,416 +19%
TFS
160
TrustCore Financial Services
Tennessee
$547K +$73K +1,156 +16%
CFG
161
Cooper Financial Group
California
$542K +$152K +2,410 +40%
MA
162
Mutual Advisors
Nebraska
$536K -$4.92K -78 -0.9%
CA
163
Cetera Advisors
Colorado
$518K -$9.85K -156 -2%
CFGS
164
Concourse Financial Group Securities
Alabama
$512K -$41.4K -656 -8%
BS
165
Banco Santander
Spain
$512K
WCWM
166
Willow Creek Wealth Management
California
$506K -$34.5K -546 -6%
PCM
167
Pennsylvania Capital Management
Pennsylvania
$503K +$490K +7,754 New
PO
168
Private Ocean
California
$494K
BRWA
169
B. Riley Wealth Advisors
Florida
$489K +$758 +12 +0.2%
ZCI
170
Zevenbergen Capital Investments
Washington
$479K -$118K -1,872 -20%
Franklin Resources
171
Franklin Resources
California
$477K
AWM
172
Aevitas Wealth Management
Massachusetts
$473K +$16.3K +258 +4%
VC
173
Vicus Capital
Pennsylvania
$472K +$111K +1,760 +31%
CCA
174
Cobblestone Capital Advisors
New York
$457K
PCG
175
Private Capital Group
Connecticut
$456K +$7.83K +124 +2%