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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
$4.34M +$30K +373 +0.7%
HighTower Advisors
52
HighTower Advisors
Illinois
$4.29M +$145K +1,807 +4%
CCM
53
Cribstone Capital Management
Maine
$4.11M -$63.3K -787 -2%
CAN
54
Cetera Advisor Networks
California
$4.08M +$29.4K +366 +0.7%
MIAN
55
Mariner Independent Advisor Network
Kansas
$4.06M +$143K +1,783 +4%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$3.72M +$401K +4,989 +12%
BCI
57
Brinker Capital Investments
Pennsylvania
$3.72M +$112K +1,397 +3%
MMA
58
Miracle Mile Advisors
California
$3.51M +$1.23M +15,315 +57%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$3.33M +$1.72M +21,436 +115%
BWM
60
BigSur Wealth Management
Florida
$3.31M
SWM
61
Spire Wealth Management
Virginia
$3.23M +$127K +1,573 +4%
AFA
62
Arlington Financial Advisors
California
$3.17M -$117K -1,457 -4%
Bank Julius Baer & Co
63
Bank Julius Baer & Co
Switzerland
$3.14M +$1.41M +17,530 +86%
CT
64
Columbia Trust
Oregon
$3.09M +$63.2K +785 +2%
5L
65
55I LLC
Massachusetts
$3.06M +$54.4K +676 +2%
CWM
66
Cranbrook Wealth Management
Michigan
$3.06M -$123K -1,534 -4%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$3.02M +$278K +3,459 +10%
TAM
68
Trillium Asset Management
Massachusetts
$2.99M -$212K -2,639 -7%
GC
69
Gibson Capital
Pennsylvania
$2.96M
TA
70
Trellis Advisors
Washington
$2.91M -$14.6K -181 -0.5%
WCM
71
Wealthcare Capital Management
Virginia
$2.91M -$174K -2,168 -6%
B
72
Bailard
California
$2.71M +$38.2K +475 +1%
HL
73
HeadInvest LLC
Maine
$2.66M -$116K -1,440 -4%
PA
74
PFG Advisors
Arizona
$2.62M +$434K +5,395 +21%
AI
75
Accredited Investors
Minnesota
$2.6M +$198K +2,460 +9%