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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$276K +$29.5K +514 +10%
AFG
177
Affinia Financial Group
Massachusetts
$271K +$319K +5,558 New
Cerity Partners
178
Cerity Partners
New York
$270K -$1.84K -32 -0.6%
BC
179
Bartlett & Co
Ohio
$269K +$317K +5,516 New
BCWM
180
Bartlett & Co Wealth Management
Ohio
$269K -$17.2K -300 -5%
TNBTD
181
Trustmark National Bank Trust Department
Mississippi
$265K
AFA
182
Arlington Financial Advisors
California
$265K +$13.4K +234 +4%
TFS
183
TrustCore Financial Services
Tennessee
$263K +$35K +610 +13%
OC
184
Oppenheimer & Co
New York
$255K
IWC
185
Integrated Wealth Concepts
Massachusetts
$250K +$295K +5,136 New
BCM
186
Blume Capital Management
California
$243K
HPC
187
HM Payson & Co
Maine
$243K
BWM
188
BerganKDV Wealth Management
Minnesota
$241K
CAG
189
Crestwood Advisors Group
Massachusetts
$241K
HA
190
Harborview Advisors
Maine
$240K -$2.07K -36 -0.7%
COF
191
Capital One Financial
Virginia
$237K +$280K +4,876 New
BIA
192
Bigelow Investment Advisors
Maine
$236K +$18.4K +320 +7%
TWM
193
Titus Wealth Management
California
$236K +$23.4K +408 +9%
FIA
194
Foundations Investment Advisors
Arizona
$234K +$288K +5,016 New
AWM
195
Aevitas Wealth Management
Massachusetts
$232K +$345 +6 +0.1%
PCM
196
Parsons Capital Management
Rhode Island
$231K -$4.02K -70 -1%
CG
197
Colony Group
Massachusetts
$230K
FFN
198
Focus Financial Network
Minnesota
$229K +$39.7K +692 +17%
CFS
199
CRA Financial Services
New Jersey
$224K
SPIA
200
Steward Partners Investment Advisory
New York
$217K +$4.82K +84 +2%