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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Prism Advisors
California
$836K +$6.83K +86 +0.9%
1832 Asset Management
202
1832 Asset Management
Ontario, Canada
$825K +$254K +3,200 +48%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$818K -$74.5K -938 -9%
OBWG
204
Onyx Bridge Wealth Group
New York
$811K +$201K +2,528 +36%
HI
205
Harbour Investments
Wisconsin
$799K +$199K +2,500 +36%
BRWA
206
B. Riley Wealth Advisors
Florida
$792K -$9.06K -114 -1%
BIA
207
Bigelow Investment Advisors
Maine
$770K +$10.2K +128 +1%
DAS
208
Dynamic Advisor Solutions
Arizona
$767K -$8.98K -113 -1%
RWP
209
Revolve Wealth Partners
New Jersey
$760K +$66.3K +834 +10%
WIA
210
World Investment Advisors
California
$737K -$46.9K -590 -6%
DADC
211
D.A. Davidson & Co
Montana
$735K +$15.9K +200 +2%
VA
212
Valmark Advisers
Ohio
$702K -$5.96K -75 -0.9%
HA
213
Harfst & Associates
Wyoming
$698K
FLPIM
214
F.L. Putnam Investment Management
Massachusetts
$694K
GIA
215
Goodwin Investment Advisory
Georgia
$694K -$92.7K -1,166 -12%
BCM
216
BlueCrest Capital Management
Jersey
$693K +$654K +8,235 New
Wolverine Trading
217
Wolverine Trading
Illinois
$692K +$661K +8,322 New
MYIA
218
Mount Yale Investment Advisors
Colorado
$685K +$80.9K +1,018 +14%
HCA
219
Heck Capital Advisors
Wisconsin
$684K -$3.81K -48 -0.6%
BlackRock
220
BlackRock
New York
$682K +$34.1K +429 +6%
RW
221
Rede Wealth
Virginia
$670K -$20.9K -263 -3%
AIM
222
Acropolis Investment Management
Missouri
$669K +$51.7K +650 +9%
AWG
223
Altus Wealth Group
Colorado
$667K +$68.7K +865 +12%
ACG
224
Allen Capital Group
Nebraska
$664K
MG
225
Mather Group
Illinois
$662K +$625K +7,859 New