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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
51
Dorsey & Whitney Trust
South Dakota
$3.31M -$16.3K -240 -0.5%
EAM
52
Erste Asset Management
Austria
$3.29M -$5.42K -80 -0.2%
SPIA
53
Strategic Point Investment Advisors
Rhode Island
$3.29M +$184K +2,720 +6%
MIAN
54
Mariner Independent Advisor Network
Kansas
$3.25M +$485K +7,153 +19%
FI
55
FormulaFolio Investments
Michigan
$3.14M +$2.98M +43,911 New
Bank Julius Baer & Co
56
Bank Julius Baer & Co
Switzerland
$3.11M +$271 +4 +0%
CAN
57
Cetera Advisor Networks
California
$2.98M +$604K +8,919 +27%
BWM
58
BigSur Wealth Management
Florida
$2.86M
GC
59
Gibson Capital
Pennsylvania
$2.84M -$66.1K -976 -2%
WCM
60
Wealthcare Capital Management
Virginia
$2.79M -$9.69K -143 -0.4%
AAMC
61
Asset Allocation & Management Company
Illinois
$2.7M
CT
62
Columbia Trust
Oregon
$2.62M +$2.48M +36,655 New
CWM
63
Cranbrook Wealth Management
Michigan
$2.57M +$231K +3,416 +11%
SCA
64
Snowden Capital Advisors
New York
$2.53M -$245K -3,617 -9%
FI
65
Financial Insights
Washington
$2.5M +$200K +2,945 +9%
SBL
66
Sargent Bickham Lagudis
Colorado
$2.45M -$110K -1,624 -5%
KAS
67
Kestra Advisory Services
Texas
$2.44M +$2.31M +34,124 +19,611%
AFA
68
Arlington Financial Advisors
California
$2.42M +$413K +6,097 +22%
5L
69
55I LLC
Massachusetts
$2.4M +$507K +7,484 +29%
HL
70
HeadInvest LLC
Maine
$2.4M +$232K +3,425 +11%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$2.38M +$59.1K +872 +3%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$2.38M +$434K +6,409 +24%
TA
73
Trellis Advisors
Washington
$2.26M +$158K +2,328 +8%
DC
74
DeDora Capital
California
$2.23M +$106K +1,562 +5%
Chevy Chase Trust
75
Chevy Chase Trust
Maryland
$2.22M -$880K -12,988 -30%