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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
51
Erste Asset Management
Austria
$4.11M -$1.27M -14,888 -23%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$4.09M +$615K +7,198 +18%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$4.01M +$278K +3,251 +7%
CCM
54
Cribstone Capital Management
Maine
$3.7M -$442K -5,169 -10%
BCI
55
Brinker Capital Investments
Pennsylvania
$3.65M -$78.1K -913 -2%
LGWM
56
Litman Gregory Wealth Management
California
$3.64M +$3.42M +40,008 +1,086%
MMA
57
Miracle Mile Advisors
California
$3.63M +$111K +1,297 +3%
AF
58
Allworth Financial
California
$3.55M +$2.98M +34,901 +448%
TAM
59
Trillium Asset Management
Massachusetts
$3.52M +$518K +6,060 +17%
AFA
60
Arlington Financial Advisors
California
$3.45M +$276K +3,227 +8%
SWM
61
Spire Wealth Management
Virginia
$3.44M +$187K +2,191 +6%
BWM
62
BigSur Wealth Management
Florida
$3.33M
William Blair & Company
63
William Blair & Company
Illinois
$3.33M -$1.31M -15,269 -28%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$3.29M +$264K +3,092 +8%
CT
65
Columbia Trust
Oregon
$3.26M +$160K +1,872 +5%
Bank Julius Baer & Co
66
Bank Julius Baer & Co
Switzerland
$3.18M +$32.5K +380 +1%
FI
67
Financial Insights
Washington
$3.18M +$233K +2,721 +8%
CWM
68
Cranbrook Wealth Management
Michigan
$3.12M +$41.4K +484 +1%
GC
69
Gibson Capital
Pennsylvania
$2.94M -$32.7K -382 -1%
AI
70
Accredited Investors
Minnesota
$2.87M +$268K +3,130 +10%
PA
71
PFG Advisors
Arizona
$2.84M +$212K +2,484 +8%
B
72
Bailard
California
$2.84M +$118K +1,384 +4%
TA
73
Trellis Advisors
Washington
$2.81M -$117K -1,373 -4%
WCM
74
Wealthcare Capital Management
Virginia
$2.65M -$278K -3,257 -9%
HL
75
HeadInvest LLC
Maine
$2.63M -$44.2K -517 -2%