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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSC
176
Prentiss Smith & Co
Vermont
$107K – – –
FWM
177
Focused Wealth Management
New York
$106K +$19.1K +362 +22%
GRP
178
Global Retirement Partners
California
$95K +$23.3K +442 +33%
CT
179
Clearstead Trust
Maine
$95K +$24.9K +474 +37%
AWM
180
AllSquare Wealth Management
New York
$94K – – –
PWAG
181
Polaris Wealth Advisory Group
California
$89K +$78.1K +1,484 +815%
Bessemer Group
182
Bessemer Group
New Jersey
$88K -$2.11K -40 -2%
GWM
183
Geneos Wealth Management
Colorado
$86K +$45.4K +862 +115%
RFWA
184
RPg Family Wealth Advisory
Massachusetts
$85.9K – – –
FANJ
185
Financial Architects (New Jersey)
New Jersey
$78K – – –
FHB
186
First Hawaiian Bank
Hawaii
$78K +$77.7K +1,476 New
TCM
187
TD Capital Management
Tennessee
$77K +$316 +6 +0.4%
LWA
188
Lenox Wealth Advisors
New York
$71K -$1.16K -22 -2%
APP
189
Avantax Planning Partners
Iowa
$68K +$67.4K +1,280 New
BA
190
Ballew Advisors
Mississippi
$67K +$73K +1,386 New
LNB
191
Ledyard National Bank
$64K – – –
AA
192
Ancora Advisors
Ohio
$61K +$60.5K +1,150 New
SCA
193
Stuart Chaussee & Associates
California
$59K – – –
SWM
194
SeaCrest Wealth Management
New York
$57K – – –
SPIA
195
Steward Partners Investment Advisory
New York
$47K – – –
FEG
196
Financial Enhancement Group
Indiana
$43K -$40.3K -766 -49%
HI
197
Hudock Inc
Pennsylvania
$36K +$105 +2 +0.3%
ML
198
McAdam LLC
Pennsylvania
$31K +$211 +4 +0.7%
CWM
199
Catamount Wealth Management
Connecticut
$30K – – –
APA
200
American Portfolios Advisors
New York
$25.1K +$1.47K +28 +6%