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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
201
B. Riley Wealth Advisors
Florida
$747K -$23.6K -278 -3%
DAS
202
Dynamic Advisor Solutions
Arizona
$742K – – –
HI
203
Harbour Investments
Wisconsin
$736K -$38.8K -457 -5%
MCCP
204
Mission Creek Capital Partners
California
$717K +$185K +2,185 +33%
DADC
205
D.A. Davidson & Co
Montana
$708K -$2.54K -30 -0.3%
HCA
206
Heck Capital Advisors
Wisconsin
$705K +$45K +531 +7%
WIA
207
World Investment Advisors
California
$702K -$13.7K -162 -2%
TC
208
TownSquare Capital
Utah
$697K +$726K +8,561 New
BlackRock
209
BlackRock
New York
$687K +$28.5K +336 +4%
VA
210
Valmark Advisers
Ohio
$679K – – –
HA
211
Harfst & Associates
Wyoming
$675K +$170 +2 +0%
MYIA
212
Mount Yale Investment Advisors
Colorado
$669K +$6.61K +78 +1%
RW
213
Rede Wealth
Virginia
$656K +$7.55K +89 +1%
B
214
Bensler
Washington
$647K +$80.6K +950 +14%
AIM
215
Acropolis Investment Management
Missouri
$647K – – –
ACG
216
Allen Capital Group
Nebraska
$637K -$5.85K -69 -0.9%
MA
217
Mutual Advisors
Nebraska
$630K +$413K +4,872 +170%
BCM
218
Brookstone Capital Management
Illinois
$624K +$5.51K +65 +0.8%
CT
219
Cambridge Trust
Massachusetts
$624K +$19.2K +226 +3%
FFA
220
Farther Finance Advisors
California
$622K -$8.05K -95 -1%
FLPIM
221
F.L. Putnam Investment Management
Massachusetts
$622K -$52.2K -616 -7%
WAM
222
WNY Asset Management
New York
$613K -$22K -260 -3%
WCWM
223
Willow Creek Wealth Management
California
$607K – – –
RBC
224
Romano Brothers & Co
Illinois
$607K -$21.2K -250 -3%
WP
225
WealthShield Partners
North Carolina
$595K -$21.8K -257 -3%