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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.15M +$790K +19,552 +60%
FWM
27
Frontier Wealth Management
Missouri
$2.13M +$999K +24,720 +92%
Citadel Advisors
28
Citadel Advisors
Florida
$2.09M +$2.05M +50,816 New
CJA
29
C-J Advisory
California
$2.02M -$1.91M -47,318 -98%
EA
30
Efficient Advisors
Ohio
$2.02M +$21.7K +538 +1%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$2M +$24.3K +602 +1%
JFGIW
32
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.96M -$11.9K -294 -0.6%
Mariner
33
Mariner
Kansas
$1.95M +$159K +3,924 +9%
SCA
34
Snowden Capital Advisors
New York
$1.69M +$1.65M +40,946 New
SG Americas Securities
35
SG Americas Securities
New York
$1.6M -$1.65M -40,866 -51%
CA
36
Cetera Advisors
Colorado
$1.57M +$1.33M +32,998 +636%
MCM
37
Manchester Capital Management
Vermont
$1.5M
RC
38
RegentAtlantic Capital
New Jersey
$1.47M -$23.4K -578 -2%
CCM
39
Cribstone Capital Management
Maine
$1.42M +$163K +4,036 +14%
BSWM
40
Boston Standard Wealth Management
Massachusetts
$1.36M +$223K +5,524 +20%
WAM
41
Wealthspire Advisors (Maryland)
Maryland
$1.33M +$1.37K +34 +0.1%
SBL
42
Sargent Bickham Lagudis
Colorado
$1.3M -$5.66K -140 -0.4%
AG
43
Advisor Group
Arizona
$1.29M -$15.1K -374 -1%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.26M +$120K +2,962 +11%
BDF
45
Balasa Dinverno & Foltz
$1.08M +$7.36K +182 +0.7%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$1.07M +$13.6K +336 +1%
Truist Financial
47
Truist Financial
North Carolina
$1.07M +$3.48K +86 +0.3%
William Blair & Company
48
William Blair & Company
Illinois
$975K
Creative Planning
49
Creative Planning
Kansas
$935K -$144K -3,560 -14%
FIG
50
FundX Investment Group
California
$928K -$391K -9,668 -30%