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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBA
176
Braun-Bostich & Associates
Pennsylvania
$125K
HR
177
Howe & Rusling
New York
$124K -$4.95K -100 -4%
JFA
178
JNBA Financial Advisors
Minnesota
$123K +$131K +2,652 New
WAP
179
Wealthcare Advisory Partners
Pennsylvania
$121K -$19.8K -400 -13%
KCM
180
Karp Capital Management
California
$115K +$123K +2,480 New
CC
181
Claybrook Capital
Massachusetts
$109K +$116K +2,348 New
WDL
182
Well Done LLC
Michigan
$109K +$116K +2,348 New
FWM
183
Focused Wealth Management
New York
$105K +$14.1K +286 +14%
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K
PAI
185
Pittenger & Anderson Inc
Nebraska
$96K -$7.42K -150 -7%
NFG
186
Next Financial Group
Texas
$93K +$98.7K +1,996 New
GWM
187
Geneos Wealth Management
Colorado
$92K +$19.8K +400 +25%
CT
188
Clearstead Trust
Maine
$76K -$7.02K -142 -8%
Bessemer Group
189
Bessemer Group
New Jersey
$76K
RFWA
190
RPg Family Wealth Advisory
Massachusetts
$74.8K
WIM
191
Westside Investment Management
California
$74.4K +$79.1K +1,600 New
AWM
192
AllSquare Wealth Management
New York
$71K -$11.6K -234 -13%
LWM
193
Liberty Wealth Management
California
$71K +$76.3K +1,542 New
FHB
194
First Hawaiian Bank
Hawaii
$69K
FANJ
195
Financial Architects (New Jersey)
New Jersey
$68K
TCM
196
TD Capital Management
Tennessee
$66K -$495 -10 -0.7%
IA
197
IFP Advisors
Florida
$64K -$63.3K -1,280 -48%
LWA
198
Lenox Wealth Advisors
New York
$62K +$297 +6 +0.5%
ESB
199
Essex Savings Bank
Connecticut
$57K +$60.4K +1,222 New
LNB
200
Ledyard National Bank
$56K