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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
201
Schneider Downs Wealth Management Advisors
Pennsylvania
$746K – – –
Deutsche Bank
202
Deutsche Bank
Germany
$737K – – –
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$728K +$6.46K +83 +0.8%
BIA
204
Bigelow Investment Advisors
Maine
$714K -$48.5K -623 -6%
DAS
205
Dynamic Advisor Solutions
Arizona
$694K -$779 -10 -0.1%
EFG
206
Erickson Financial Group
Pennsylvania
$688K +$257K +3,294 +52%
Fidelity Investments
207
Fidelity Investments
Massachusetts
$672K +$3.12K +40 +0.4%
CHAM
208
Clear Harbor Asset Management
Connecticut
$652K +$41.3K +530 +6%
HA
209
Harfst & Associates
Wyoming
$650K +$234 +3 +0%
GDP
210
Great Diamond Partners
Maine
$647K +$127K +1,627 +22%
HCA
211
Heck Capital Advisors
Wisconsin
$643K -$81.4K -1,045 -10%
FLPIM
212
F.L. Putnam Investment Management
Massachusetts
$635K -$6.78K -87 -1%
DWM
213
Destination Wealth Management
California
$630K +$5.06K +65 +0.7%
AWG
214
Altus Wealth Group
Colorado
$626K -$156 -2 -0%
PWM
215
Perigon Wealth Management
California
$602K +$143K +1,832 +28%
PWP
216
Principle Wealth Partners
Connecticut
$596K – – –
AA
217
Addison Advisors
Vermont
$592K -$13.6K -175 -2%
PBO
218
Peoples Bank (Ohio)
Ohio
$586K – – –
VA
219
Valmark Advisers
Ohio
$568K +$9.74K +125 +2%
ACG
220
Allen Capital Group
Nebraska
$567K – – –
PCM
221
Pennsylvania Capital Management
Pennsylvania
$563K – – –
RW
222
Rede Wealth
Virginia
$556K -$17.3K -222 -3%
AWA
223
Arete Wealth Advisors
Illinois
$555K +$317K +4,076 +113%
CW
224
CreativeOne Wealth
Kansas
$554K -$31.5K -405 -5%
HI
225
Harbour Investments
Wisconsin
$553K +$600K +7,697 New