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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
Continuum Advisory
Idaho
$1.85M -$14.7K -107 -0.8%
CFG
177
Citizens Financial Group
Rhode Island
$1.84M +$711K +5,191 +67%
BAAM
178
Baker Avenue Asset Management
California
$1.83M -$212K -1,547 -11%
GDP
179
Great Diamond Partners
Maine
$1.81M +$340K +2,484 +24%
WT
180
WHI Trust
Illinois
$1.75M – – –
KWA
181
Kingswood Wealth Advisors
California
$1.73M +$124K +908 +8%
CHAM
182
Clear Harbor Asset Management
Connecticut
$1.73M +$137 +1 +0%
SFG
183
Sage Financial Group
Pennsylvania
$1.73M +$548 +4 +0%
ATPW
184
Ashton Thomas Private Wealth
Arizona
$1.73M +$417K +3,042 +33%
FPAS
185
Focus Partners Advisor Solutions
Missouri
$1.72M +$96.1K +701 +6%
SWA
186
SOA Wealth Advisors
New York
$1.72M +$8.5K +62 +0.5%
WF
187
WoodTrust Financial
Wisconsin
$1.71M -$159K -1,163 -9%
B
188
Bensler
Washington
$1.71M -$10.6K -77 -0.6%
CCM
189
Coldstream Capital Management
Washington
$1.67M -$9.59K -70 -0.6%
VA
190
Valmark Advisers
Ohio
$1.66M +$48.7K +355 +3%
BSWM
191
Boston Standard Wealth Management
Massachusetts
$1.61M +$3.02K +22 +0.2%
PW
192
Potentia Wealth
California
$1.61M -$166K -1,208 -10%
National Bank of Canada
193
National Bank of Canada
Quebec, Canada
$1.6M -$35.1K -256 -2%
SA
194
Sovran Advisors
California
$1.58M +$63.9K +466 +4%
SWA
195
Sax Wealth Advisors
New Jersey
$1.57M -$98.3K -717 -5%
FFN
196
Focus Financial Network
Minnesota
$1.56M +$149K +1,086 +11%
WT
197
Whittier Trust
California
$1.55M -$18.6K -136 -1%
WTC
198
WhitTier Trust Company
Nevada
$1.54M +$58.9K +430 +4%
ACA
199
Aptus Capital Advisors
Alabama
$1.53M -$408K -2,978 -22%
FHA
200
Flagship Harbor Advisors
Massachusetts
$1.51M -$93.2K -680 -6%