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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PBO
176
Peoples Bank (Ohio)
Ohio
$664K -$42.7K -577 -6%
BRWA
177
B. Riley Wealth Advisors
Florida
$655K +$63.6K +859 +11%
BlackRock
178
BlackRock
New York
$644K -$7.58M -102,408 -92%
CFGS
179
Concourse Financial Group Securities
Alabama
$619K +$7.41K +100 +1%
CA
180
Cetera Advisors
Colorado
$618K
BS
181
Banco Santander
Spain
$610K
CFG
182
Cooper Financial Group
California
$604K -$66.2K -894 -10%
PCM
183
Pennsylvania Capital Management
Pennsylvania
$604K
ACG
184
Allen Capital Group
Nebraska
$602K
AWG
185
Altus Wealth Group
Colorado
$602K +$5.11K +69 +0.9%
PWP
186
Principle Wealth Partners
Connecticut
$602K +$250K +3,382 +75%
AIM
187
Acropolis Investment Management
Missouri
$601K -$25K -338 -4%
AF
188
Allworth Financial
California
$595K -$52.6K -710 -8%
WCWM
189
Willow Creek Wealth Management
California
$589K -$14.2K -192 -2%
WTC
190
WhitTier Trust Company
Nevada
$585K +$241K +3,255 +74%
BIA
191
Bigelow Investment Advisors
Maine
$574K +$77K +1,040 +16%
ZCI
192
Zevenbergen Capital Investments
Washington
$571K
Franklin Resources
193
Franklin Resources
California
$569K
VA
194
Valmark Advisers
Ohio
$564K +$83.3K +1,125 +18%
VHAM
195
Van Hulzen Asset Management
California
$561K -$299K -4,041 -35%
CCA
196
Cobblestone Capital Advisors
New York
$545K
Members Trust
197
Members Trust
Florida
$543K
SHJ
198
Sharkey, Howes & Javer
Colorado
$541K +$140K +1,895 +36%
TNBTD
199
Trustmark National Bank Trust Department
Mississippi
$531K
RW
200
Rede Wealth
Virginia
$524K +$53.1K +717 +12%