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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
201
Ameritas Investment Partners
Nebraska
$573K +$17.2K +201 +3%
CA
202
Cetera Advisors
Colorado
$571K -$111K -1,300 -16%
CHAM
203
Clear Harbor Asset Management
Connecticut
$571K +$586K +6,857 New
WFA
204
West Financial Advisors
Iowa
$558K +$95.5K +1,117 +20%
CFG
205
Cooper Financial Group
California
$549K +$8.89K +104 +2%
Bessemer Group
206
Bessemer Group
New Jersey
$548K +$337K +3,937 +149%
CCP
207
Cardan Capital Partners
Colorado
$543K +$7.35K +86 +1%
WS
208
Wedbush Securities
California
$542K -$277K -3,240 -33%
Renaissance Technologies
209
Renaissance Technologies
New York
$541K +$556K +6,500 New
PWAG
210
Polaris Wealth Advisory Group
California
$536K -$47.4K -554 -8%
WP
211
WealthSource Partners
California
$530K -$708K -8,282 -57%
PWM
212
Perigon Wealth Management
California
$517K +$12.2K +143 +2%
KNW
213
Kesler Norman & Wride
Utah
$511K
KLI
214
Kelman-Lazarov Inc
Tennessee
$507K +$82.3K +963 +19%
GDP
215
Great Diamond Partners
Maine
$504K +$31.1K +364 +6%
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$500K +$126K +1,472 +32%
OPA
217
Old Port Advisors
Maine
$495K +$49.7K +581 +11%
VWA
218
VERITY Wealth Advisors
United States
$492K +$3.08K +36 +0.6%
Cerity Partners
219
Cerity Partners
New York
$484K +$32.9K +385 +7%
Wealthfront Advisers
220
Wealthfront Advisers
California
$482K +$495K +5,790 New
FFA
221
First Foundation Advisors
California
$474K
Members Trust
222
Members Trust
Florida
$470K -$130K -1,522 -21%
APW
223
Aurora Private Wealth
New Jersey
$468K
FFG
224
Frisch Financial Group
New York
$468K +$1.45K +17 +0.3%
CC
225
Callan Capital
California
$458K