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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
26
RegentAtlantic Capital
New Jersey
$1.4M -$36.9K -1,020 -3%
MCM
27
Manchester Capital Management
Vermont
$1.39M
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$1.32M +$917K +25,346 +278%
WAM
29
Wealthspire Advisors (Maryland)
Maryland
$1.23M +$88.2K +2,438 +8%
CCM
30
Cribstone Capital Management
Maine
$1.14M +$116K +3,200 +12%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.08M -$368K -10,164 -26%
FWM
32
Frontier Wealth Management
Missouri
$1.01M
BSWM
33
Boston Standard Wealth Management
Massachusetts
$999K -$1.95M -53,988 -67%
AIG
34
American International Group
New York
$975K +$73.1K +2,022 +9%
Creative Planning
35
Creative Planning
Kansas
$967K +$79.9K +2,210 +10%
BDF
36
Balasa Dinverno & Foltz
$907K +$77.5K +2,144 +10%
Ameriprise
37
Ameriprise
Minnesota
$884K -$197K -5,454 -19%
HighTower Advisors
38
HighTower Advisors
Illinois
$884K -$23.1K -640 -3%
PBO
39
Peoples Bank (Ohio)
Ohio
$878K
P
40
Pitcairn
Pennsylvania
$847K
MLIC
41
Mandatum Life Insurance Company
Finland
$723K -$497K -13,740 -42%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$700K -$495K -13,678 -43%
BSB
43
Bangor Savings Bank
Maine
$686K
AssetMark Inc
44
AssetMark Inc
California
$657K -$14.2K -392 -2%
JMFC
45
J.M. Forbes & Co
Massachusetts
$648K -$15.2K -420 -2%
PWM
46
Patriot Wealth Management
Texas
$646K +$134K +3,704 +28%
Mariner
47
Mariner
Kansas
$630K -$17.6K -488 -3%
B
48
Bailard
California
$628K +$593K +16,400 New
Truist Financial
49
Truist Financial
North Carolina
$626K +$55K +1,520 +10%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$625K +$48.6K +1,344 +9%