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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMFC
176
J.M. Forbes & Co
Massachusetts
$823K +$8.86K +118 +1%
AF
177
AtlasMark Financial
Texas
$818K
Vontobel Holding
178
Vontobel Holding
Switzerland
$816K +$915K +12,185 New
NFP
179
NorthLanding Financial Partners
New York
$808K +$906K +12,066 New
BWA
180
Bordeaux Wealth Advisors
California
$804K +$901K +12,000 New
TWP
181
Tempus Wealth Planning
California
$791K -$96.7K -1,288 -10%
BMM
182
Buffington Mohr McNeal
Idaho
$785K
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$781K +$14.8K +197 +2%
MIA
184
MainStreet Investment Advisors
Illinois
$768K
BSWM
185
Boston Standard Wealth Management
Massachusetts
$761K +$52.2K +695 +7%
Bank Julius Baer & Co
186
Bank Julius Baer & Co
Switzerland
$752K -$9.53K -127 -1%
SPC
187
Sigma Planning Corp
Michigan
$743K -$10.8K -144 -1%
WWA
188
WCG Wealth Advisors
Nevada
$742K -$123K -1,638 -13%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$739K
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$727K
PA
191
Prism Advisors
California
$725K +$4.13K +55 +0.5%
FFN
192
Focus Financial Network
Minnesota
$722K +$22K +293 +3%
WA
193
Wealth Alliance
New York
$709K -$557K -7,422 -41%
SB
194
Strategic Blueprint
Georgia
$703K +$456K +6,075 +137%
AF
195
Advisornet Financial
Minnesota
$702K +$298K +3,967 +61%
T
196
TCWP
Ohio
$699K -$94.7K -1,262 -11%
SDWMA
197
Schneider Downs Wealth Management Advisors
Pennsylvania
$695K
Deutsche Bank
198
Deutsche Bank
Germany
$687K
KFSC
199
Keystone Financial Services (Colorado)
Colorado
$682K -$26.1K -348 -3%
EFG
200
Erickson Financial Group
Pennsylvania
$681K +$45K +600 +6%