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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
201
Leonard Rickey Investment Advisors
Washington
$224K
FFN
202
Focus Financial Network
Minnesota
$223K -$442 -8 -0.2%
SFS
203
Sowell Financial Services
Arkansas
$223K +$222K +4,024 New
CSM
204
CAMG Solamere Management
North Carolina
$221K
TCOV
205
Trust Company of Vermont
Vermont
$221K
SFA
206
Sequoia Financial Advisors
Ohio
$217K
SIAP
207
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$217K
BWM
208
BerganKDV Wealth Management
Minnesota
$211K
EDRIA
209
Edmonds Duncan Registered Investment Advisors
Kansas
$208K
SPIA
210
Steward Partners Investment Advisory
New York
$206K +$221 +4 +0.1%
HCA
211
Heck Capital Advisors
Wisconsin
$200K -$134K -2,432 -40%
ST
212
Smithfield Trust
Pennsylvania
$195K -$11.9K -216 -6%
MA
213
MUFG Americas
New York
$195K
IRC
214
Investors Research Corp
Georgia
$193K +$46.3K +838 +32%
WTC
215
WhitTier Trust Company
Nevada
$190K
LWA
216
Lowe Wealth Advisors
Maryland
$187K
ACA
217
Atlas Capital Advisors
Wyoming
$183K
KBC Group
218
KBC Group
Belgium
$169K
JFA
219
JNBA Financial Advisors
Minnesota
$147K
AA
220
Advisory Alpha
Michigan
$143K +$145K +2,630 New
HR
221
Howe & Rusling
New York
$135K
WCG
222
Weaver Consulting Group
California
$129K
FWM
223
Focused Wealth Management
New York
$128K
CAN
224
Claraphi Advisory Network
United States
$128K +$127K +2,304 New
NFG
225
Next Financial Group
Texas
$125K -$332 -6 -0.3%