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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMM
176
Buffington Mohr McNeal
Idaho
$915K – – –
Vontobel Holding
177
Vontobel Holding
Switzerland
$905K -$22.6K -299 -3%
RIS
178
Retirement Income Solutions
Michigan
$900K -$46.7K -618 -5%
CPIG
179
Chicago Partners Investment Group
Illinois
$893K +$1.51K +20 +0.2%
PWM
180
Perigon Wealth Management
California
$891K +$32.8K +434 +4%
EWA
181
EP Wealth Advisors
California
$889K +$897K +11,880 +274%
Baird Financial Group
182
Baird Financial Group
Wisconsin
$883K +$4K +53 +0.5%
GDP
183
Great Diamond Partners
Maine
$862K -$144K -1,912 -15%
SPC
184
Sigma Planning Corp
Michigan
$860K +$25.8K +341 +3%
BDFN
185
Bond & Devick Financial Network
Minnesota
$850K – – –
WA
186
Wealth Alliance
New York
$848K +$112K +1,488 +16%
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$847K – – –
FFN
188
Focus Financial Network
Minnesota
$847K -$12K -159 -1%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$832K -$27.7K -367 -3%
RIA
190
Regal Investment Advisors
Michigan
$831K -$234K -3,098 -23%
WMP
191
Wealth Management Partners
Arizona
$820K -$36.6K -484 -4%
APW
192
Austin Private Wealth
Texas
$816K -$237K -3,132 -23%
T
193
TCWP
Ohio
$816K -$214K -2,832 -21%
MOS
194
MGO One Seven
Ohio
$816K +$790K +10,464 New
SDWMA
195
Schneider Downs Wealth Management Advisors
Pennsylvania
$809K – – –
DWM
196
Destination Wealth Management
California
$802K +$35.8K +474 +5%
UCFA
197
United Capital Financial Advisors
Texas
$795K -$197K -2,602 -20%
RBC
198
Romano Brothers & Co
Illinois
$788K +$11.3K +150 +2%
Fidelity Investments
199
Fidelity Investments
Massachusetts
$785K +$75.9K +1,005 +11%
PA
200
Prism Advisors
California
$768K -$81.7K -1,081 -10%