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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
$317K
DADC
202
D.A. Davidson & Co
Montana
$313K -$26.1K -414 -8%
HA
203
Harborview Advisors
Maine
$313K +$631 +10 +0.2%
COF
204
Capital One Financial
Virginia
$312K
TWM
205
Titus Wealth Management
California
$311K +$505 +8 +0.2%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$309K +$56.8K +900 +23%
SFS
207
Sowell Financial Services
Arkansas
$301K
AF
208
Advisornet Financial
Minnesota
$301K +$22.7K +360 +8%
AIP
209
Ameritas Investment Partners
Nebraska
$298K +$45.6K +722 +18%
FFA
210
First Foundation Advisors
California
$297K
SPIA
211
Steward Partners Investment Advisory
New York
$296K +$1.77K +28 +0.6%
CFS
212
CRA Financial Services
New Jersey
$295K
PCM
213
Parsons Capital Management
Rhode Island
$293K -$6.31K -100 -2%
PWAG
214
Polaris Wealth Advisory Group
California
$283K +$50.9K +806 +23%
T. Rowe Price Associates
215
T. Rowe Price Associates
Maryland
$282K
LWA
216
Lowe Wealth Advisors
Maryland
$279K
ZAM
217
Zevin Asset Management
Massachusetts
$279K +$1.89K +30 +0.7%
CAM
218
Close Asset Management
United Kingdom
$279K +$46.7K +740 +20%
WF
219
WoodTrust Financial
Wisconsin
$270K -$379 -6 -0.1%
VWA
220
VERITY Wealth Advisors
United States
$270K
TW
221
Transform Wealth
Colorado
$265K -$67.4K -1,068 -21%
LWA
222
Lenox Wealth Advisors
New York
$265K +$11K +174 +4%
HBT
223
Hills Bank & Trust
Iowa
$262K
LRIA
224
Leonard Rickey Investment Advisors
Washington
$261K
GAM
225
Gould Asset Management
California
$253K -$23.4K -370 -9%