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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
Manchester Capital Management
Vermont
$10.4M +$1.89K +25 +0%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$10.3M -$79.7K -1,055 -0.8%
FF
28
Francis Financial
$9.84M +$267K +3,536 +3%
HIF
29
Hill Island Financial
Michigan
$8.93M +$15.7K +208 +0.2%
MWM
30
Mascoma Wealth Management
New Hampshire
$8.51M -$37.9K -502 -0.5%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$8.05M -$867K -11,471 -10%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$7.77M -$1.11M -14,751 -13%
GAM
33
Gemmer Asset Management
California
$7.71M +$642K +8,495 +9%
FHA
34
First Horizon Advisors
Tennessee
$7.05M -$244K -3,229 -3%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$6.95M +$1.55M +20,511 +30%
SAG
36
SageView Advisory Group
California
$6.58M -$193K -2,557 -3%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$6.22M -$4.78M -63,247 -44%
ASN
38
Advisory Services Network
Georgia
$5.7M -$646K -8,550 -10%
Cerity Partners
39
Cerity Partners
New York
$5.67M +$133K +1,757 +2%
JFGIW
40
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.66M +$1.2M +15,943 +28%
PI
41
PFG Investments
New York
$5.62M +$5.44M +72,057 New
SWA
42
SOA Wealth Advisors
New York
$5.56M +$99.4K +1,316 +2%
AWS
43
Atria Wealth Solutions
New York
$5.39M -$311K -4,117 -6%
CL
44
Choreo LLC
Illinois
$5.37M +$5.2M +68,864 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$5.2M -$3.23M -42,726 -39%
BWM
46
Baystate Wealth Management
Massachusetts
$5.16M -$265K -3,503 -5%
SPIA
47
Strategic Point Investment Advisors
Rhode Island
$5.08M +$52.5K +695 +1%
SHJ
48
Sharkey, Howes & Javer
Colorado
$5.06M -$244K -3,233 -5%
Corient Private Wealth
49
Corient Private Wealth
Florida
$4.81M +$494K +6,535 +12%
GI
50
Gradient Investments
Minnesota
$4.52M -$501K -6,638 -10%