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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
201
Stuart Chaussee & Associates
California
$52K
SWM
202
SeaCrest Wealth Management
New York
$50K
MFT
203
Moisand Fitzgerald Tamayo
Florida
$50K +$38.9K +786 +281%
IIM
204
Ipswich Investment Management
Massachusetts
$49K +$51.9K +1,050 New
FEG
205
Financial Enhancement Group
Indiana
$43K
APA
206
American Portfolios Advisors
New York
$36.3K +$15.3K +310 +66%
EWM
207
Executive Wealth Management
Michigan
$34K +$36.2K +732 New
HI
208
Hudock Inc
Pennsylvania
$33K +$2.67K +54 +8%
IC
209
Inscription Capital
Texas
$30K +$31.9K +644 New
CWM
210
Catamount Wealth Management
Connecticut
$29K
MIFH
211
Migdal Insurance & Financial Holdings
Israel
$22K
ATC
212
Adirondack Trust Company
New York
$20K
BWP
213
Baldwin Wealth Partners
Massachusetts
$19K
PG
214
Patten Group
Tennessee
$19K
PA
215
Parallel Advisors
California
$17K +$8.11K +164 +81%
LWCFA
216
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K +$17.8K +360 New
CAM
217
Close Asset Management
United Kingdom
$15K -$11.1K -224 -53%
KPW
218
Kore Private Wealth
New York
$15K +$15.5K +314 New
Fidelity Investments
219
Fidelity Investments
Massachusetts
$11K -$2.87K -58 -20%
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$10K
SWP
221
Strategic Wealth Partners
Ohio
$9K
MA
222
MCF Advisors
Kentucky
$9K +$9.89K +200 New
SSB
223
Sandy Spring Bank
Maryland
$7K
CAC
224
Certified Advisory Corp
Florida
$6K
RCA
225
Rowland Carmichael Advisors
Arizona
$5K +$4.95K +100 New