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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
176
VERITY Wealth Advisors
United States
$231K
GWM
177
Greenwich Wealth Management
Connecticut
$229K
EFL
178
ERn Financial LLC
Wisconsin
$228K
EFSCE
179
Enterprise Financial Services Corp (EFSC)
Missouri
$227K
TFS
180
TrustCore Financial Services
Tennessee
$226K +$47.2K +878 +27%
Comerica Bank
181
Comerica Bank
Texas
$225K
HBT
182
Hills Bank & Trust
Iowa
$224K
ACG
183
Allen Capital Group
Nebraska
$222K
LRIA
184
Leonard Rickey Investment Advisors
Washington
$221K -$50.3K -936 -19%
FFN
185
Focus Financial Network
Minnesota
$220K -$107 -2 -0%
BIA
186
Bigelow Investment Advisors
Maine
$220K +$9.13K +170 +4%
TCOV
187
Trust Company of Vermont
Vermont
$218K +$6.23K +116 +3%
CSM
188
CAMG Solamere Management
North Carolina
$217K
DADC
189
D.A. Davidson & Co
Montana
$214K -$9.03K -168 -4%
SFA
190
Sequoia Financial Advisors
Ohio
$214K
SIAP
191
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$214K
PCM
192
Parsons Capital Management
Rhode Island
$213K +$215 +4 +0.1%
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
$211K -$126K -2,352 -38%
BWM
194
BerganKDV Wealth Management
Minnesota
$208K
EDRIA
195
Edmonds Duncan Registered Investment Advisors
Kansas
$206K +$201K +3,746 New
ST
196
Smithfield Trust
Pennsylvania
$204K -$3.76K -70 -2%
SPIA
197
Steward Partners Investment Advisory
New York
$203K +$200K +3,714 New
NCM
198
Neumann Capital Management
California
$201K +$197K +3,670 New
MA
199
MUFG Americas
New York
$193K -$26.9K -500 -12%
WTC
200
WhitTier Trust Company
Nevada
$187K