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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
201
WhitTier Trust Company
Nevada
$187K – – –
LWA
202
Lowe Wealth Advisors
Maryland
$184K +$25K +466 +16%
AF
203
Advisornet Financial
Minnesota
$183K +$322 +6 +0.2%
ACA
204
Atlas Capital Advisors
Wyoming
$181K +$178K +3,306 New
KBC Group
205
KBC Group
Belgium
$166K +$163K +3,040 New
JFA
206
JNBA Financial Advisors
Minnesota
$145K – – –
IRC
207
Investors Research Corp
Georgia
$144K +$142K +2,640 New
HR
208
Howe & Rusling
New York
$133K – – –
FWM
209
Focused Wealth Management
New York
$127K +$107 +2 +0.1%
WCG
210
Weaver Consulting Group
California
$125K – – –
NFG
211
Next Financial Group
Texas
$123K +$121K +2,254 New
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$121K – – –
Bessemer Group
213
Bessemer Group
New Jersey
$120K +$6.13K +114 +5%
AWM
214
AllSquare Wealth Management
New York
$113K – – –
RFWA
215
RPg Family Wealth Advisory
Massachusetts
$111K +$10.3K +192 +10%
GWM
216
Geneos Wealth Management
Colorado
$110K – – –
PAI
217
Pittenger & Anderson Inc
Nebraska
$106K – – –
PCG
218
Private Capital Group
Connecticut
$102K -$298K -5,540 -73%
GSWM
219
Golden State Wealth Management
California
$92K +$24.2K +450 +37%
WIM
220
Westside Investment Management
California
$87K +$86K +1,600 New
CT
221
Clearstead Trust
Maine
$84K – – –
FANJ
222
Financial Architects (New Jersey)
New Jersey
$82K -$4.51K -84 -5%
TCM
223
TD Capital Management
Tennessee
$74K -$4.19K -78 -5%
LWA
224
Lenox Wealth Advisors
New York
$73K +$215 +4 +0.3%
ESB
225
Essex Savings Bank
Connecticut
$67K – – –