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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UIA
151
Ulland Investment Advisors
Minnesota
$1.32M +$1.29M +14,260 New
VC
152
Vicus Capital
Pennsylvania
$1.31M +$424K +4,705 +46%
FTUS
153
Flow Traders U.S.
New York
$1.31M +$1.27M +14,112 New
SHJ
154
Sharkey, Howes & Javer
Colorado
$1.29M +$1.25M +13,866 New
Chevy Chase Trust
155
Chevy Chase Trust
Maryland
$1.29M -$362K -4,017 -22%
TWP
156
Tempus Wealth Planning
California
$1.29M -$49.7K -551 -4%
SWPG
157
Strategic Wealth Partners Group
Illinois
$1.28M +$911K +10,104 +278%
TDWM
158
Topel & Distasi Wealth Management
California
$1.27M +$1.24M +13,711 New
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$1.27M +$188K +2,083 +18%
GW
160
GW & Wade
Massachusetts
$1.26M +$129K +1,426 +12%
EBT
161
Enterprise Bank & Trust
Massachusetts
$1.24M
UCFA
162
United Capital Financial Advisors
Texas
$1.24M -$12.4K -137 -1%
BDFN
163
Bond & Devick Financial Network
Minnesota
$1.21M +$31K +344 +3%
FWM
164
Fingerlakes Wealth Management
New York
$1.2M +$1.17M +12,982 New
Baird Financial Group
165
Baird Financial Group
Wisconsin
$1.19M +$8.65K +96 +0.8%
AAS
166
Avantax Advisory Services
Texas
$1.16M +$8.84K +98 +0.8%
WP
167
WealthShield Partners
North Carolina
$1.15M +$1.12M +12,423 New
SPC
168
Sigma Planning Corp
Michigan
$1.15M +$11.4K +126 +1%
WTC
169
WhitTier Trust Company
Nevada
$1.15M +$246K +2,729 +28%
AF
170
AtlasMark Financial
Texas
$1.14M -$97.3K -1,079 -8%
JMFC
171
J.M. Forbes & Co
Massachusetts
$1.13M -$27.2K -302 -2%
CAN
172
Claraphi Advisory Network
United States
$1.1M -$18.2K -202 -2%
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$1.09M +$1.06M +11,786 New
BMM
174
Buffington Mohr McNeal
Idaho
$1.09M
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$1.08M +$361K +4,009 +53%