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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
201
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K
Bessemer Group
202
Bessemer Group
New Jersey
$110K +$22.4K +442 +27%
AWM
203
AllSquare Wealth Management
New York
$109K +$27.8K +548 +36%
GWM
204
Geneos Wealth Management
Colorado
$106K
PAI
205
Pittenger & Anderson Inc
Nebraska
$102K -$6.9K -136 -7%
RFWA
206
RPg Family Wealth Advisory
Massachusetts
$97.3K +$12K +236 +15%
FANJ
207
Financial Architects (New Jersey)
New Jersey
$83K +$6.59K +130 +9%
CT
208
Clearstead Trust
Maine
$82K -$4.26K -84 -5%
LWM
209
Liberty Wealth Management
California
$81K
FHB
210
First Hawaiian Bank
Hawaii
$78K
TCM
211
TD Capital Management
Tennessee
$75K +$304 +6 +0.4%
LWA
212
Lenox Wealth Advisors
New York
$70K +$304 +6 +0.5%
GSWM
213
Golden State Wealth Management
California
$65K +$62.5K +1,232 New
ESB
214
Essex Savings Bank
Connecticut
$64K
Fidelity Investments
215
Fidelity Investments
Massachusetts
$62K +$48.5K +956 +405%
SCA
216
Stuart Chaussee & Associates
California
$59K
FEG
217
Financial Enhancement Group
Indiana
$58K +$14.7K +290 +36%
GRP
218
Global Retirement Partners
California
$57K -$591K -11,650 -92%
SWM
219
SeaCrest Wealth Management
New York
$57K
MFT
220
Moisand Fitzgerald Tamayo
Florida
$56K
APA
221
American Portfolios Advisors
New York
$41.1K
IA
222
IFP Advisors
Florida
$39K -$31.3K -618 -45%
EWM
223
Executive Wealth Management
Michigan
$39K
HI
224
Hudock Inc
Pennsylvania
$38K +$203 +4 +0.5%
ATC
225
Adirondack Trust Company
New York
$36K +$11.7K +230 +53%