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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
201
Lowe Wealth Advisors
Maryland
$184K +$25K +466 +16%
AF
202
Advisornet Financial
Minnesota
$183K +$322 +6 +0.2%
ACA
203
Atlas Capital Advisors
Wyoming
$181K +$178K +3,306 New
KBC Group
204
KBC Group
Belgium
$166K +$163K +3,040 New
JFA
205
JNBA Financial Advisors
Minnesota
$145K
IRC
206
Investors Research Corp
Georgia
$144K +$142K +2,640 New
HR
207
Howe & Rusling
New York
$133K
FWM
208
Focused Wealth Management
New York
$127K +$107 +2 +0.1%
WCG
209
Weaver Consulting Group
California
$125K
NFG
210
Next Financial Group
Texas
$123K +$121K +2,254 New
FDCDDQ
211
Federation des caisses Desjardins du Quebec
Quebec, Canada
$121K
Bessemer Group
212
Bessemer Group
New Jersey
$120K +$6.13K +114 +5%
AWM
213
AllSquare Wealth Management
New York
$113K
RFWA
214
RPg Family Wealth Advisory
Massachusetts
$111K +$10.3K +192 +10%
GWM
215
Geneos Wealth Management
Colorado
$110K
PAI
216
Pittenger & Anderson Inc
Nebraska
$106K
PCG
217
Private Capital Group
Connecticut
$102K -$298K -5,540 -73%
GSWM
218
Golden State Wealth Management
California
$92K +$24.2K +450 +37%
CT
219
Clearstead Trust
Maine
$84K
FANJ
220
Financial Architects (New Jersey)
New Jersey
$82K -$4.51K -84 -5%
TCM
221
TD Capital Management
Tennessee
$74K -$4.19K -78 -5%
LWA
222
Lenox Wealth Advisors
New York
$73K +$215 +4 +0.3%
ESB
223
Essex Savings Bank
Connecticut
$67K
SCA
224
Stuart Chaussee & Associates
California
$61K
FEG
225
Financial Enhancement Group
Indiana
$60K