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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
176
Allen Capital Group
Nebraska
$377K – – –
CC
177
Callan Capital
California
$375K -$56.7K -1,020 -14%
WU
178
Wealthsimple US
New York
$373K -$155K -2,786 -31%
PA
179
Prism Advisors
California
$367K +$12.8K +230 +4%
FIA
180
Foundations Investment Advisors
Arizona
$367K +$62K +1,116 +22%
VA
181
Valmark Advisers
Ohio
$365K – – –
CFG
182
Cooper Financial Group
California
$358K +$8.34K +150 +3%
CAN
183
Claraphi Advisory Network
United States
$353K +$199K +3,582 +150%
RIA
184
Regal Investment Advisors
Michigan
$346K +$326K +5,870 New
WDL
185
Well Done LLC
Michigan
$340K – – –
FFG
186
Frisch Financial Group
New York
$339K +$2.78K +50 +0.9%
Cerity Partners
187
Cerity Partners
New York
$338K +$10K +180 +3%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$333K +$77.3K +1,390 +33%
VC
189
Vicus Capital
Pennsylvania
$332K -$106K -1,914 -25%
BCWM
190
Bartlett & Co Wealth Management
Ohio
$325K – – –
BC
191
Bartlett & Co
Ohio
$325K – – –
DADC
192
D.A. Davidson & Co
Montana
$313K +$295K +5,302 New
OC
193
Oppenheimer & Co
New York
$309K – – –
TW
194
Transform Wealth
Colorado
$307K +$289K +5,206 New
AFG
195
Affinia Financial Group
Massachusetts
$305K -$22K -396 -7%
CAS
196
Cascadia Advisory Services
Oregon
$305K +$288K +5,176 New
BIA
197
Bigelow Investment Advisors
Maine
$304K +$17.8K +320 +7%
BCM
198
Blume Capital Management
California
$295K – – –
IFWM
199
Institute for Wealth Management
Colorado
$295K +$278K +4,996 New
HPC
200
HM Payson & Co
Maine
$294K – – –