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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
201
T. Rowe Price Associates
Maryland
$215K -$14.4K -250 -5%
LWA
202
Lowe Wealth Advisors
Maryland
$213K
ZAM
203
Zevin Asset Management
Massachusetts
$211K +$248K +4,326 New
GAM
204
Gould Asset Management
California
$210K -$119K -2,080 -33%
Janney Montgomery Scott
205
Janney Montgomery Scott
Pennsylvania
$207K -$50.9K -886 -17%
WF
206
WoodTrust Financial
Wisconsin
$207K +$1.49K +26 +0.6%
VWA
207
VERITY Wealth Advisors
United States
$206K
AF
208
Advisornet Financial
Minnesota
$206K +$459 +8 +0.2%
GWM
209
Greenwich Wealth Management
Connecticut
$204K
EFSCE
210
Enterprise Financial Services Corp (EFSC)
Missouri
$202K
FFA
211
First Foundation Advisors
California
$202K
LWA
212
Lenox Wealth Advisors
New York
$191K
SIAP
213
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$190K
AIP
214
Ameritas Investment Partners
Nebraska
$190K +$106K +1,846 +90%
SFS
215
Sowell Financial Services
Arkansas
$187K -$11.4K -198 -5%
TCOV
216
Trust Company of Vermont
Vermont
$181K -$27.1K -472 -11%
MA
217
MUFG Americas
New York
$172K
HCA
218
Heck Capital Advisors
Wisconsin
$167K -$23.3K -406 -11%
WTC
219
WhitTier Trust Company
Nevada
$166K
ACA
220
Atlas Capital Advisors
Wyoming
$161K
JFA
221
JNBA Financial Advisors
Minnesota
$159K +$4.82K +84 +3%
ST
222
Smithfield Trust
Pennsylvania
$156K -$1.95K -34 -1%
KBC Group
223
KBC Group
Belgium
$149K -$245K -4,272 -58%
OPS
224
Orion Portfolio Solutions
Nebraska
$139K +$74K +1,288 +82%
SFSG
225
Stearns Financial Services Group
North Carolina
$135K -$133K -2,314 -46%