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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
176
TrustCore Financial Services
Tennessee
$672K -$2.89K -39 -0.4%
PBO
177
Peoples Bank (Ohio)
Ohio
$664K -$42.7K -577 -6%
BRWA
178
B. Riley Wealth Advisors
Florida
$655K +$63.6K +859 +11%
BlackRock
179
BlackRock
New York
$644K -$7.58M -102,408 -92%
CFGS
180
Concourse Financial Group Securities
Alabama
$619K +$7.41K +100 +1%
CA
181
Cetera Advisors
Colorado
$618K – – –
BS
182
Banco Santander
Spain
$610K – – –
CFG
183
Cooper Financial Group
California
$604K -$66.2K -894 -10%
PCM
184
Pennsylvania Capital Management
Pennsylvania
$604K – – –
ACG
185
Allen Capital Group
Nebraska
$602K – – –
AWG
186
Altus Wealth Group
Colorado
$602K +$5.11K +69 +0.9%
PWP
187
Principle Wealth Partners
Connecticut
$602K +$250K +3,382 +75%
AIM
188
Acropolis Investment Management
Missouri
$601K -$25K -338 -4%
AF
189
Allworth Financial
California
$595K -$52.6K -710 -8%
WCWM
190
Willow Creek Wealth Management
California
$589K -$14.2K -192 -2%
WTC
191
WhitTier Trust Company
Nevada
$585K +$241K +3,255 +74%
BIA
192
Bigelow Investment Advisors
Maine
$574K +$77K +1,040 +16%
ZCI
193
Zevenbergen Capital Investments
Washington
$571K – – –
Franklin Resources
194
Franklin Resources
California
$569K – – –
VA
195
Valmark Advisers
Ohio
$564K +$83.3K +1,125 +18%
VHAM
196
Van Hulzen Asset Management
California
$561K -$299K -4,041 -35%
CCA
197
Cobblestone Capital Advisors
New York
$545K – – –
Members Trust
198
Members Trust
Florida
$543K – – –
SHJ
199
Sharkey, Howes & Javer
Colorado
$541K +$140K +1,895 +36%
TNBTD
200
Trustmark National Bank Trust Department
Mississippi
$531K – – –