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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
201
Erickson Financial Group
Pennsylvania
$681K +$45K +600 +6%
BIA
202
Bigelow Investment Advisors
Maine
$677K +$12.8K +171 +2%
RBC
203
Romano Brothers & Co
Illinois
$666K +$747K +9,950 New
DAS
204
Dynamic Advisor Solutions
Arizona
$646K – – –
PWM
205
Perigon Wealth Management
California
$630K +$77.1K +1,027 +12%
AWG
206
Altus Wealth Group
Colorado
$626K – – –
DWM
207
Destination Wealth Management
California
$613K +$28.8K +384 +4%
HCA
208
Heck Capital Advisors
Wisconsin
$611K +$12.8K +171 +2%
CHAM
209
Clear Harbor Asset Management
Connecticut
$608K – – –
HA
210
Harfst & Associates
Wyoming
$606K +$600 +8 +0.1%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$601K -$27.9K -372 -4%
FLPIM
212
F.L. Putnam Investment Management
Massachusetts
$592K – – –
GDP
213
Great Diamond Partners
Maine
$574K -$31.7K -422 -5%
SWM
214
SigFig Wealth Management
California
$560K -$5.25K -70 -0.3%
PWP
215
Principle Wealth Partners
Connecticut
$555K – – –
HI
216
Harbour Investments
Wisconsin
$553K – – –
AA
217
Addison Advisors
Vermont
$541K -$12K -160 -2%
RW
218
Rede Wealth
Virginia
$540K +$24.6K +328 +4%
VA
219
Valmark Advisers
Ohio
$529K – – –
ACG
220
Allen Capital Group
Nebraska
$528K – – –
MLA
221
My Legacy Advisors
Oregon
$526K -$607K -8,093 -51%
PCM
222
Pennsylvania Capital Management
Pennsylvania
$525K – – –
MYIA
223
Mount Yale Investment Advisors
Colorado
$522K +$292K +3,890 +100%
BNP Paribas Financial Markets
224
BNP Paribas Financial Markets
France
$520K +$7.36K +98 +1%
CPFP
225
Clear Perspectives Financial Planning
Ohio
$511K – – –