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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GDP
176
Great Diamond Partners
Maine
$1M +$24.3K +287 +2%
BWA
177
Bordeaux Wealth Advisors
California
$977K – – –
OBWG
178
Onyx Bridge Wealth Group
New York
$948K +$171K +2,013 +21%
BDFN
179
Bond & Devick Financial Network
Minnesota
$945K +$12.1K +143 +1%
UCFA
180
United Capital Financial Advisors
Texas
$938K +$51.5K +607 +6%
T
181
TCWP
Ohio
$915K -$26.6K -314 -3%
WMP
182
Wealth Management Partners
Arizona
$898K +$55K +649 +6%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$884K – – –
APW
184
Austin Private Wealth
Texas
$876K -$40K -472 -4%
RIA
185
Regal Investment Advisors
Michigan
$874K -$1.7K -20 -0.2%
Baird Financial Group
186
Baird Financial Group
Wisconsin
$871K -$10.3K -121 -1%
BNP Paribas Financial Markets
187
BNP Paribas Financial Markets
France
$848K -$45.8K -540 -5%
CHAM
188
Clear Harbor Asset Management
Connecticut
$846K – – –
SDWMA
189
Schneider Downs Wealth Management Advisors
Pennsylvania
$845K – – –
BSW
190
Buckingham Strategic Wealth
Missouri
$834K – – –
Fidelity Investments
191
Fidelity Investments
Massachusetts
$826K +$15.6K +184 +2%
WA
192
Wealth Alliance
New York
$816K -$22.9K -270 -3%
RL
193
Rogco LP
Oklahoma
$814K +$848K +10,001 New
DWM
194
Destination Wealth Management
California
$805K -$6.02K -71 -0.7%
SPC
195
Sigma Planning Corp
Michigan
$801K -$59.9K -707 -7%
1832 Asset Management
196
1832 Asset Management
Ontario, Canada
$798K – – –
AWM
197
Apollon Wealth Management
South Carolina
$797K -$18K -212 -2%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$792K – – –
RWP
199
Revolve Wealth Partners
New Jersey
$759K +$25.4K +300 +3%
BIA
200
Bigelow Investment Advisors
Maine
$751K +$6.7K +79 +0.9%