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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
201
Fidelity Investments
Massachusetts
$806K -$8.23K -96 -1%
HA
202
Harfst & Associates
Wyoming
$782K -$1.37K -16 -0.2%
FA
203
Financial Advisors
Massachusetts
$777K
FLPIM
204
F.L. Putnam Investment Management
Massachusetts
$773K -$343 -4 -0%
ECM
205
Evergreen Capital Management
Washington
$763K -$240K -2,802 -24%
LWA
206
Lenox Wealth Advisors
New York
$763K +$89.1K +1,039 +13%
DWM
207
Destination Wealth Management
California
$753K -$6.52K -76 -0.9%
OPS
208
Orion Portfolio Solutions
Nebraska
$748K +$246K +2,874 +50%
CHAM
209
Clear Harbor Asset Management
Connecticut
$740K +$152K +1,778 +26%
WA
210
Wealth Alliance
New York
$739K +$444K +5,183 +155%
AA
211
Addison Advisors
Vermont
$729K +$445K +5,185 +161%
PWP
212
Principle Wealth Partners
Connecticut
$718K +$9.95K +116 +1%
AWM
213
AE Wealth Management
Kansas
$714K +$176K +2,053 +33%
SPIA
214
Steward Partners Investment Advisory
New York
$708K +$452K +5,272 +182%
PBO
215
Peoples Bank (Ohio)
Ohio
$706K -$10.7K -125 -2%
CW
216
CreativeOne Wealth
Kansas
$702K -$5.75K -67 -0.8%
RW
217
Rede Wealth
Virginia
$689K +$61.7K +719 +10%
ACG
218
Allen Capital Group
Nebraska
$683K
RA
219
RFG Advisory
Alabama
$681K
PCM
220
Pennsylvania Capital Management
Pennsylvania
$679K
VA
221
Valmark Advisers
Ohio
$674K +$19.7K +230 +3%
KA
222
Kovack Advisors
Florida
$672K -$2.61M -30,403 -80%
ZCI
223
Zevenbergen Capital Investments
Washington
$666K
T
224
TCWP
Ohio
$661K +$278K +3,242 +74%
AIM
225
Acropolis Investment Management
Missouri
$656K