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iShares MSCI KLD 400 Social ETF

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