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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
201
D.A. Davidson & Co
Montana
$263K +$4.6K +80 +2%
SPIA
202
Steward Partners Investment Advisory
New York
$263K +$37.9K +660 +18%
LWA
203
Lowe Wealth Advisors
Maryland
$262K +$57.4K +1,000 +30%
WF
204
WoodTrust Financial
Wisconsin
$254K -$6.78K -118 -3%
VWA
205
VERITY Wealth Advisors
United States
$254K
AF
206
Advisornet Financial
Minnesota
$254K +$919 +16 +0.4%
GWM
207
Greenwich Wealth Management
Connecticut
$252K
TCOV
208
Trust Company of Vermont
Vermont
$252K +$11.5K +200 +5%
FFA
209
First Foundation Advisors
California
$249K -$91.2K -1,588 -28%
Comerica Bank
210
Comerica Bank
Texas
$249K
EFSCE
211
Enterprise Financial Services Corp (EFSC)
Missouri
$249K
HBT
212
Hills Bank & Trust
Iowa
$246K
LRIA
213
Leonard Rickey Investment Advisors
Washington
$243K
SFS
214
Sowell Financial Services
Arkansas
$242K +$345 +6 +0.1%
SA
215
Silversage Advisors
California
$242K +$232K +4,030 New
EFL
216
ERn Financial LLC
Wisconsin
$241K -$7.7K -134 -3%
FFN
217
Focus Financial Network
Minnesota
$240K -$1.15K -20 -0.5%
CSM
218
CAMG Solamere Management
North Carolina
$239K
TIA
219
Traphagen Investment Advisors
New Jersey
$237K -$17.2K -300 -7%
SFA
220
Sequoia Financial Advisors
Ohio
$235K
LWA
221
Lenox Wealth Advisors
New York
$235K +$185K +3,218 +460%
SIAP
222
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$234K
HCA
223
Heck Capital Advisors
Wisconsin
$230K +$13K +226 +6%
EDRIA
224
Edmonds Duncan Registered Investment Advisors
Kansas
$229K +$3.45K +60 +2%
PA
225
Parkside Advisors
California
$229K +$219K +3,808 New