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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
201
Rede Wealth
Virginia
$524K +$53.1K +717 +12%
VWA
202
VERITY Wealth Advisors
United States
$516K – – –
BA
203
Ballew Advisors
Mississippi
$514K +$246K +3,328 +100%
EBT
204
Enterprise Bank & Trust
Massachusetts
$512K +$496K +6,700 New
TA
205
Tiedemann Advisors
New York
$503K -$24.1K -326 -5%
BNP Paribas Financial Markets
206
BNP Paribas Financial Markets
France
$501K +$486K +6,557 New
ST
207
Smithfield Trust
Pennsylvania
$499K – – –
CC
208
Callan Capital
California
$485K – – –
FIA
209
Foundations Investment Advisors
Arizona
$480K – – –
KNW
210
Kesler Norman & Wride
Utah
$469K – – –
AIP
211
Ameritas Investment Partners
Nebraska
$469K +$61.2K +826 +16%
Jane Street
212
Jane Street
New York
$468K +$453K +6,124 New
PWAG
213
Polaris Wealth Advisory Group
California
$467K +$71.1K +960 +19%
SFS
214
Sowell Financial Services
Arkansas
$462K +$84.4K +1,140 +25%
BCM
215
BlueCrest Capital Management
Jersey
$456K +$442K +5,974 New
SPIA
216
Steward Partners Investment Advisory
New York
$443K -$38.7K -522 -8%
APW
217
Aurora Private Wealth
New Jersey
$428K – – –
FFG
218
Frisch Financial Group
New York
$427K -$13.6K -184 -3%
PA
219
Parkside Advisors
California
$423K -$53.1K -717 -11%
CAS
220
Cascadia Advisory Services
Oregon
$418K +$405K +5,471 New
APW
221
Austin Private Wealth
Texas
$417K -$482K -6,507 -54%
BCWM
222
Bartlett & Co Wealth Management
Ohio
$410K -$61.8K -835 -13%
BC
223
Bartlett & Co
Ohio
$410K -$61.8K -835 -13%
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$410K -$16.1K -218 -4%
Cerity Partners
225
Cerity Partners
New York
$404K – – –