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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
201
Bigelow Investment Advisors
Maine
$677K +$12.8K +171 +2%
RBC
202
Romano Brothers & Co
Illinois
$666K +$747K +9,950 New
DAS
203
Dynamic Advisor Solutions
Arizona
$646K
PWM
204
Perigon Wealth Management
California
$630K +$77.1K +1,027 +12%
AWG
205
Altus Wealth Group
Colorado
$626K
DWM
206
Destination Wealth Management
California
$613K +$28.8K +384 +4%
HCA
207
Heck Capital Advisors
Wisconsin
$611K +$12.8K +171 +2%
CHAM
208
Clear Harbor Asset Management
Connecticut
$608K
HA
209
Harfst & Associates
Wyoming
$606K +$600 +8 +0.1%
Fidelity Investments
210
Fidelity Investments
Massachusetts
$601K -$27.9K -372 -4%
FLPIM
211
F.L. Putnam Investment Management
Massachusetts
$592K
GDP
212
Great Diamond Partners
Maine
$574K -$31.7K -422 -5%
SWM
213
SigFig Wealth Management
California
$560K -$5.25K -70 -0.3%
HI
214
Harbour Investments
Wisconsin
$553K
AA
215
Addison Advisors
Vermont
$541K -$12K -160 -2%
RW
216
Rede Wealth
Virginia
$540K +$24.6K +328 +4%
VA
217
Valmark Advisers
Ohio
$529K
ACG
218
Allen Capital Group
Nebraska
$528K
MLA
219
My Legacy Advisors
Oregon
$526K -$607K -8,093 -51%
PCM
220
Pennsylvania Capital Management
Pennsylvania
$525K
MYIA
221
Mount Yale Investment Advisors
Colorado
$522K +$292K +3,890 +100%
BNP Paribas Financial Markets
222
BNP Paribas Financial Markets
France
$520K +$7.36K +98 +1%
CPFP
223
Clear Perspectives Financial Planning
Ohio
$511K
PBO
224
Peoples Bank (Ohio)
Ohio
$509K -$41.8K -557 -7%
AIM
225
Acropolis Investment Management
Missouri
$507K