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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNB
201
Ledyard National Bank
$56K – – –
SCA
202
Stuart Chaussee & Associates
California
$52K – – –
SWM
203
SeaCrest Wealth Management
New York
$50K – – –
MFT
204
Moisand Fitzgerald Tamayo
Florida
$50K +$38.9K +786 +281%
IIM
205
Ipswich Investment Management
Massachusetts
$49K +$51.9K +1,050 New
FEG
206
Financial Enhancement Group
Indiana
$43K – – –
APA
207
American Portfolios Advisors
New York
$36.3K +$15.3K +310 +66%
EWM
208
Executive Wealth Management
Michigan
$34K +$36.2K +732 New
HI
209
Hudock Inc
Pennsylvania
$33K +$2.67K +54 +8%
IC
210
Inscription Capital
Texas
$30K +$31.9K +644 New
CWM
211
Catamount Wealth Management
Connecticut
$29K – – –
MIFH
212
Migdal Insurance & Financial Holdings
Israel
$22K – – –
ATC
213
Adirondack Trust Company
New York
$20K – – –
BWP
214
Baldwin Wealth Partners
Massachusetts
$19K – – –
PG
215
Patten Group
Tennessee
$19K – – –
PA
216
Parallel Advisors
California
$17K +$8.11K +164 +81%
LWCFA
217
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K +$17.8K +360 New
CAM
218
Close Asset Management
United Kingdom
$15K -$11.1K -224 -53%
KPW
219
Kore Private Wealth
New York
$15K +$15.5K +314 New
Fidelity Investments
220
Fidelity Investments
Massachusetts
$11K -$2.87K -58 -20%
PFGIA
221
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
SWP
222
Strategic Wealth Partners
Ohio
$9K – – –
MA
223
MCF Advisors
Kentucky
$9K +$9.89K +200 New
SSB
224
Sandy Spring Bank
Maryland
$7K – – –
CAC
225
Certified Advisory Corp
Florida
$6K – – –