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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Gibson Capital
Pennsylvania
$2.45M -$9.42K -164 -0.4%
SFP
52
Shepherd Financial Partners
Massachusetts
$2.45M +$53.4K +930 +2%
QCM
53
Quest Capital Management
Texas
$2.37M +$43.1K +750 +2%
AAMC
54
Asset Allocation & Management Company
Illinois
$2.31M +$2.21M +38,516 New
SPIA
55
Strategic Point Investment Advisors
Rhode Island
$2.19M +$350K +6,098 +20%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$2.11M -$5.63K -98 -0.3%
JFGIW
57
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.1M +$41.1K +716 +2%
LNC
58
Lincoln National Corp
Pennsylvania
$2.03M +$40K +696 +2%
CCM
59
Cribstone Capital Management
Maine
$2.02M -$1.16M -20,232 -38%
SCA
60
Snowden Capital Advisors
New York
$1.98M +$348K +6,050 +22%
EWM
61
Evercore Wealth Management
New York
$1.91M
JMFC
62
J.M. Forbes & Co
Massachusetts
$1.86M +$32.9K +572 +2%
FI
63
Financial Insights
Washington
$1.82M +$567K +9,866 +48%
MLIC
64
Mandatum Life Insurance Company
Finland
$1.8M +$227K +3,960 +15%
AG
65
Advisor Group
Arizona
$1.78M +$303K +5,280 +22%
AWM
66
AE Wealth Management
Kansas
$1.76M +$32.7K +570 +2%
RWP
67
RWA Wealth Partners
Massachusetts
$1.74M +$521K +9,070 +46%
SS
68
Simplicity Solutions
Minnesota
$1.71M +$4.37K +76 +0.3%
DC
69
DeDora Capital
California
$1.69M +$23.8K +414 +1%
HL
70
HeadInvest LLC
Maine
$1.69M +$388K +6,760 +32%
SBL
71
Sargent Bickham Lagudis
Colorado
$1.67M -$27.2K -474 -2%
RC
72
RegentAtlantic Capital
New Jersey
$1.65M -$41.4K -720 -3%
WAM
73
Wealthspire Advisors (Maryland)
Maryland
$1.64M +$5.97K +104 +0.4%
BDF
74
Balasa Dinverno & Foltz
$1.61M -$24.4K -424 -2%
WCM
75
Wealthcare Capital Management
Virginia
$1.61M -$45.5K -792 -3%