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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
COF
201
Capital One Financial
Virginia
$288K
TWM
202
Titus Wealth Management
California
$286K +$445 +8 +0.2%
SFS
203
Sowell Financial Services
Arkansas
$277K +$48.4K +870 +23%
PCM
204
Parsons Capital Management
Rhode Island
$276K -$3K -54 -1%
FFA
205
First Foundation Advisors
California
$274K +$28K +504 +12%
CFS
206
CRA Financial Services
New Jersey
$272K
SPIA
207
Steward Partners Investment Advisory
New York
$271K +$7.45K +134 +3%
G
208
GenTrust
Florida
$267K +$251K +4,520 New
EI
209
Ethic Inc
New York
$264K +$249K +4,480 New
Prudential Financial
210
Prudential Financial
New Jersey
$261K +$246K +4,420 New
T. Rowe Price Associates
211
T. Rowe Price Associates
Maryland
$260K
LWA
212
Lowe Wealth Advisors
Maryland
$258K
AF
213
Advisornet Financial
Minnesota
$256K +$6K +108 +3%
GAM
214
Gould Asset Management
California
$255K
ZAM
215
Zevin Asset Management
Massachusetts
$255K
SA
216
Silversage Advisors
California
$251K -$143K -2,580 -39%
PCA
217
Personal Capital Advisors
California
$250K -$18.2M -327,968 -99%
WF
218
WoodTrust Financial
Wisconsin
$250K -$1.22K -22 -0.5%
VWA
219
VERITY Wealth Advisors
United States
$249K
EFSCE
220
Enterprise Financial Services Corp (EFSC)
Missouri
$244K
HBT
221
Hills Bank & Trust
Iowa
$242K +$228K +4,100 New
LRIA
222
Leonard Rickey Investment Advisors
Washington
$241K +$227K +4,080 New
LWA
223
Lenox Wealth Advisors
New York
$235K +$3.11K +56 +1%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$234K +$86.5K +1,556 +65%
AIP
225
Ameritas Investment Partners
Nebraska
$232K +$1.56K +28 +0.7%