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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
$2.1M -$163K -3,816 -7%
EA
27
Efficient Advisors
Ohio
$2.1M -$26.7K -624 -1%
CJA
28
C-J Advisory
California
$2.1M +$2.03M +47,376 +4,854%
JFGIW
29
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.89M -$174K -4,056 -9%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.81M -$523K -12,226 -23%
PA
31
Paracle Advisors
Washington
$1.75M -$881K -20,590 -34%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.7M +$559K +13,056 +50%
SG Americas Securities
33
SG Americas Securities
New York
$1.65M -$34.2K -800 -2%
CCM
34
Cribstone Capital Management
Maine
$1.63M +$169K +3,956 +12%
MCM
35
Manchester Capital Management
Vermont
$1.58M
RC
36
RegentAtlantic Capital
New Jersey
$1.58M +$24K +560 +2%
BSWM
37
Boston Standard Wealth Management
Massachusetts
$1.43M -$4.62K -108 -0.3%
AG
38
Advisor Group
Arizona
$1.38M +$22.4K +524 +2%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.33M +$4.11K +96 +0.3%
SBL
40
Sargent Bickham Lagudis
Colorado
$1.17M -$193K -4,516 -14%
BDF
41
Balasa Dinverno & Foltz
$1.15M +$10.3K +240 +0.9%
Truist Financial
42
Truist Financial
North Carolina
$1.14M +$18.3K +428 +2%
Creative Planning
43
Creative Planning
Kansas
$1.03M +$43.6K +1,018 +4%
William Blair & Company
44
William Blair & Company
Illinois
$1.03M
FIG
45
FundX Investment Group
California
$977K
DWM
46
Destination Wealth Management
California
$976K +$138K +3,226 +17%
PBO
47
Peoples Bank (Ohio)
Ohio
$971K -$5.05K -118 -0.5%
SFP
48
Shepherd Financial Partners
Massachusetts
$961K
BSB
49
Bangor Savings Bank
Maine
$943K +$163K +3,812 +21%
PAG
50
Private Advisor Group
New Jersey
$942K +$444K +10,386 +91%