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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parkside Advisors
California
$448K +$271 +4 +0.1%
BCWM
202
Bartlett & Co Wealth Management
Ohio
$444K +$46.9K +692 +13%
BC
203
Bartlett & Co
Ohio
$444K +$46.9K +692 +13%
RW
204
Rede Wealth
Virginia
$440K +$417K +6,150 New
KNW
205
Kesler Norman & Wride
Utah
$439K +$416K +6,138 New
TLFA
206
True Link Financial Advisors
California
$422K +$400K +5,900 New
FFG
207
Frisch Financial Group
New York
$413K +$1.15K +17 +0.3%
WDL
208
Well Done LLC
Michigan
$412K
APW
209
Aurora Private Wealth
New Jersey
$401K +$1.02K +15 +0.3%
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$400K +$474 +7 +0.1%
AIP
211
Ameritas Investment Partners
Nebraska
$380K +$45.2K +667 +14%
Cerity Partners
212
Cerity Partners
New York
$378K -$30.4K -448 -8%
PO
213
Private Ocean
California
$373K -$170K -2,508 -32%
SHJ
214
Sharkey, Howes & Javer
Colorado
$372K +$352K +5,194 New
PWAG
215
Polaris Wealth Advisory Group
California
$361K +$38.8K +572 +13%
DADC
216
D.A. Davidson & Co
Montana
$357K +$6.78K +100 +2%
HPC
217
HM Payson & Co
Maine
$356K
CAG
218
Crestwood Advisors Group
Massachusetts
$355K
HA
219
Harborview Advisors
Maine
$354K +$3.39K +50 +1%
TWM
220
Titus Wealth Management
California
$348K +$542 +8 +0.2%
BCM
221
Blume Capital Management
California
$341K -$15.2K -224 -4%
LWA
222
Lowe Wealth Advisors
Maryland
$341K +$27.1K +400 +9%
PCM
223
Parsons Capital Management
Rhode Island
$335K +$6.78K +100 +2%
FFA
224
First Foundation Advisors
California
$332K -$68 -1 -0%
CFS
225
CRA Financial Services
New Jersey
$330K -$68 -1 -0%