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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Advisornet Financial
Minnesota
$700K -$53K -738 -7%
DAS
202
Dynamic Advisor Solutions
Arizona
$693K +$72 +1 +0%
WA
203
Wealth Alliance
New York
$673K -$86.5K -1,204 -11%
MPW
204
MA Private Wealth
California
$664K +$172K +2,390 +35%
CHAM
205
Clear Harbor Asset Management
Connecticut
$652K +$862 +12 +0.1%
Fidelity Investments
206
Fidelity Investments
Massachusetts
$651K +$6.54K +91 +1%
HA
207
Harfst & Associates
Wyoming
$651K +$862 +12 +0.1%
SB
208
Strategic Blueprint
Georgia
$636K -$118K -1,635 -16%
FLPIM
209
F.L. Putnam Investment Management
Massachusetts
$611K -$23.3K -324 -4%
VA
210
Valmark Advisers
Ohio
$589K +$21.6K +300 +4%
BNP Paribas Financial Markets
211
BNP Paribas Financial Markets
France
$589K +$31.4K +437 +6%
RW
212
Rede Wealth
Virginia
$565K -$13.7K -191 -2%
TIA
213
Traphagen Investment Advisors
New Jersey
$559K +$31.8K +443 +6%
WTC
214
WhitTier Trust Company
Nevada
$556K -$394K -5,475 -41%
RWP
215
Revolve Wealth Partners
New Jersey
$545K +$91.1K +1,267 +20%
AIM
216
Acropolis Investment Management
Missouri
$544K – – –
WCWM
217
Willow Creek Wealth Management
California
$543K – – –
CPFP
218
Clear Perspectives Financial Planning
Ohio
$542K -$6.33K -88 -1%
ECM
219
Evergreen Capital Management
Washington
$534K +$7.19K +100 +1%
HBT
220
Hills Bank & Trust
Iowa
$529K +$243K +3,375 +85%
KFSC
221
Keystone Financial Services (Colorado)
Colorado
$527K -$203K -2,825 -29%
VWA
222
VERITY Wealth Advisors
United States
$525K – – –
WP
223
WealthShield Partners
North Carolina
$524K -$8.84K -123 -2%
PWAG
224
Polaris Wealth Advisory Group
California
$523K +$5.68K +79 +1%
AWG
225
Altus Wealth Group
Colorado
$522K -$18.3K -254 -3%