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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$10.3M -$1.55M -21,540 -13%
AAS
27
Ameritas Advisory Services
Nebraska
$10.2M -$164K -2,276 -2%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$9.6M +$256K +3,563 +3%
MCM
29
Manchester Capital Management
Vermont
$9.57M +$1.85M +25,766 +24%
FF
30
Francis Financial
$8.8M +$214K +2,973 +2%
HIF
31
Hill Island Financial
Michigan
$8.25M -$1.67M -23,181 -17%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$8.23M +$5.61M +78,031 +213%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$8.21M -$7.9M -109,960 -49%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$7.86M +$673K +9,369 +9%
MWM
35
Mascoma Wealth Management
New Hampshire
$7.84M +$90K +1,252 +1%
FHA
36
First Horizon Advisors
Tennessee
$6.72M -$74.5K -1,037 -1%
GAM
37
Gemmer Asset Management
California
$6.48M -$59.9K -833 -0.9%
SAG
38
SageView Advisory Group
California
$6.24M +$6.25M +86,898 New
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$6.03M +$724K +10,077 +14%
ASN
40
Advisory Services Network
Georgia
$5.86M -$971K -13,515 -14%
AWS
41
Atria Wealth Solutions
New York
$5.25M +$219K +3,053 +4%
Cerity Partners
42
Cerity Partners
New York
$5.09M -$15.7M -219,116 -76%
SWA
43
SOA Wealth Advisors
New York
$5.02M -$82.5K -1,148 -2%
BWM
44
Baystate Wealth Management
Massachusetts
$5M +$446K +6,206 +10%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$4.92M -$398K -5,537 -7%
SHJ
46
Sharkey, Howes & Javer
Colorado
$4.89M -$847K -11,778 -15%
GI
47
Gradient Investments
Minnesota
$4.64M -$1.06M -14,784 -19%
SPIA
48
Strategic Point Investment Advisors
Rhode Island
$4.63M +$38.7K +538 +0.8%
OWA
49
One Wealth Advisors
California
$4.57M +$80.1K +1,114 +2%
Stifel Financial
50
Stifel Financial
Missouri
$4.54M +$1.46M +20,340 +47%