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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Strategic Point Investment Advisors
Rhode Island
$2.43M +$111K +1,992 +5%
BWM
52
BigSur Wealth Management
Florida
$2.36M +$2.22M +40,000 New
Deutsche Bank
53
Deutsche Bank
Germany
$2.35M -$70.4K -1,266 -3%
WCM
54
Wealthcare Capital Management
Virginia
$2.35M +$376K +6,770 +21%
SCA
55
Snowden Capital Advisors
New York
$2.33M +$394K +7,084 +22%
PAG
56
Private Advisor Group
New Jersey
$2.32M -$298K -5,356 -12%
SBL
57
Sargent Bickham Lagudis
Colorado
$2.29M +$719K +12,938 +50%
LNC
58
Lincoln National Corp
Pennsylvania
$2.26M +$664K +11,940 +45%
AAMC
59
Asset Allocation & Management Company
Illinois
$2.23M +$630K +11,340 +43%
Bank Julius Baer & Co
60
Bank Julius Baer & Co
Switzerland
$2.18M +$53.4K +960 +3%
MIAN
61
Mariner Independent Advisor Network
Kansas
$2.02M +$273K +4,916 +17%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.95M -$4.83M -86,854 -72%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$1.94M -$18.9K -340 -1%
SFP
64
Shepherd Financial Partners
Massachusetts
$1.89M -$80.9K -1,456 -4%
EWM
65
Evercore Wealth Management
New York
$1.88M
KeyBank National Association
66
KeyBank National Association
Ohio
$1.87M +$65.8K +1,184 +4%
RWP
67
RWA Wealth Partners
Massachusetts
$1.83M +$37.7K +678 +2%
CT
68
Columbia Trust
Oregon
$1.78M -$117K -2,110 -7%
HL
69
HeadInvest LLC
Maine
$1.78M -$20.8K -374 -1%
BC
70
Brinker Capital
Pennsylvania
$1.73M +$2.22K +40 +0.1%
DC
71
DeDora Capital
California
$1.71M +$39.9K +718 +3%
RC
72
RegentAtlantic Capital
New Jersey
$1.71M +$40K +720 +3%
CAN
73
Cetera Advisor Networks
California
$1.69M -$627K -11,274 -28%
PWLP
74
Prio Wealth Limited Partnership
Massachusetts
$1.68M +$16.7K +300 +1%
CWM
75
Cranbrook Wealth Management
Michigan
$1.68M +$93.4K +1,680 +6%