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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$240K +$236K +4,398 New
VWA
177
VERITY Wealth Advisors
United States
$231K – – –
GWM
178
Greenwich Wealth Management
Connecticut
$229K – – –
EFL
179
ERn Financial LLC
Wisconsin
$228K – – –
EFSCE
180
Enterprise Financial Services Corp (EFSC)
Missouri
$227K – – –
TFS
181
TrustCore Financial Services
Tennessee
$226K +$47.2K +878 +27%
Comerica Bank
182
Comerica Bank
Texas
$225K – – –
HBT
183
Hills Bank & Trust
Iowa
$224K – – –
ACG
184
Allen Capital Group
Nebraska
$222K – – –
LRIA
185
Leonard Rickey Investment Advisors
Washington
$221K -$50.3K -936 -19%
FFN
186
Focus Financial Network
Minnesota
$220K -$107 -2 -0%
BIA
187
Bigelow Investment Advisors
Maine
$220K +$9.13K +170 +4%
TCOV
188
Trust Company of Vermont
Vermont
$218K +$6.23K +116 +3%
CSM
189
CAMG Solamere Management
North Carolina
$217K – – –
DADC
190
D.A. Davidson & Co
Montana
$214K -$9.03K -168 -4%
SFA
191
Sequoia Financial Advisors
Ohio
$214K – – –
SIAP
192
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$214K – – –
PCM
193
Parsons Capital Management
Rhode Island
$213K +$215 +4 +0.1%
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$211K -$126K -2,352 -38%
BWM
195
BerganKDV Wealth Management
Minnesota
$208K – – –
EDRIA
196
Edmonds Duncan Registered Investment Advisors
Kansas
$206K +$201K +3,746 New
ST
197
Smithfield Trust
Pennsylvania
$204K -$3.76K -70 -2%
SPIA
198
Steward Partners Investment Advisory
New York
$203K +$200K +3,714 New
NCM
199
Neumann Capital Management
California
$201K +$197K +3,670 New
MA
200
MUFG Americas
New York
$193K -$26.9K -500 -12%