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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNB
176
Ledyard National Bank
$61K
RWP
177
RWA Wealth Partners
Massachusetts
$59K
SCA
178
Stuart Chaussee & Associates
California
$56K
SWM
179
SeaCrest Wealth Management
New York
$54K
SPIA
180
Steward Partners Investment Advisory
New York
$44K -$1.51K -30 -3%
PFA
181
Pathway Financial Advisors
Vermont
$38K
GWM
182
Geneos Wealth Management
Colorado
$37K +$4.72K +94 +14%
HI
183
Hudock Inc
Pennsylvania
$34K
CWM
184
Catamount Wealth Management
Connecticut
$30K
ML
185
McAdam LLC
Pennsylvania
$29K +$16.8K +334 +139%
MIFH
186
Migdal Insurance & Financial Holdings
Israel
$24K
APA
187
American Portfolios Advisors
New York
$22.3K
ATC
188
Adirondack Trust Company
New York
$22K
BWP
189
Baldwin Wealth Partners
Massachusetts
$20K
PG
190
Patten Group
Tennessee
$20K
MWM
191
Mascoma Wealth Management
New Hampshire
$20K +$19.9K +396 New
MFT
192
Moisand Fitzgerald Tamayo
Florida
$14K
PA
193
Parallel Advisors
California
$10K -$7.53K -150 -43%
PWAG
194
Polaris Wealth Advisory Group
California
$9K
SWP
195
Strategic Wealth Partners
Ohio
$9K
BlackRock
196
BlackRock
New York
$8K -$66.7K -1,328 -89%
CAC
197
Certified Advisory Corp
Florida
$7K
RFA
198
Reilly Financial Advisors
California
$7K
SSB
199
Sandy Spring Bank
Maryland
$7K
CFD
200
Creative Financial Designs
Indiana
$4K