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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
201
Crestwood Advisors Group
Massachusetts
$293K – – –
HA
202
Harborview Advisors
Maine
$288K -$2.67K -48 -1%
COF
203
Capital One Financial
Virginia
$288K – – –
TWM
204
Titus Wealth Management
California
$286K +$445 +8 +0.2%
SFS
205
Sowell Financial Services
Arkansas
$277K +$48.4K +870 +23%
PCM
206
Parsons Capital Management
Rhode Island
$276K -$3K -54 -1%
FFA
207
First Foundation Advisors
California
$274K +$28K +504 +12%
CFS
208
CRA Financial Services
New Jersey
$272K – – –
SPIA
209
Steward Partners Investment Advisory
New York
$271K +$7.45K +134 +3%
G
210
GenTrust
Florida
$267K +$251K +4,520 New
EI
211
Ethic Inc
New York
$264K +$249K +4,480 New
Prudential Financial
212
Prudential Financial
New Jersey
$261K +$246K +4,420 New
T. Rowe Price Associates
213
T. Rowe Price Associates
Maryland
$260K – – –
LWA
214
Lowe Wealth Advisors
Maryland
$258K – – –
AF
215
Advisornet Financial
Minnesota
$256K +$6K +108 +3%
GAM
216
Gould Asset Management
California
$255K – – –
ZAM
217
Zevin Asset Management
Massachusetts
$255K – – –
SA
218
Silversage Advisors
California
$251K -$143K -2,580 -39%
PCA
219
Personal Capital Advisors
California
$250K -$18.2M -327,968 -99%
WF
220
WoodTrust Financial
Wisconsin
$250K -$1.22K -22 -0.5%
VWA
221
VERITY Wealth Advisors
United States
$249K – – –
EFSCE
222
Enterprise Financial Services Corp (EFSC)
Missouri
$244K – – –
HBT
223
Hills Bank & Trust
Iowa
$242K +$228K +4,100 New
LRIA
224
Leonard Rickey Investment Advisors
Washington
$241K +$227K +4,080 New
LWA
225
Lenox Wealth Advisors
New York
$235K +$3.11K +56 +1%