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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
Baystate Wealth Management
Massachusetts
$4.94M -$364K -4,038 -7%
GA
52
Geller Advisors
New York
$4.85M -$194K -2,150 -4%
HighTower Advisors
53
HighTower Advisors
Illinois
$4.4M -$383K -4,248 -8%
MMA
54
Miracle Mile Advisors
California
$4.38M +$311K +3,450 +8%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$4.37M -$101K -1,123 -2%
FCH
56
Freestone Capital Holdings
Washington
$4.35M +$4.22M +46,788 New
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$4.3M -$130K -1,441 -3%
BlackRock
58
BlackRock
New York
$4.14M +$3.27M +36,306 +438%
CCM
59
Cribstone Capital Management
Maine
$4.1M -$31.6K -350 -0.8%
LGWM
60
Litman Gregory Wealth Management
California
$3.99M -$64.3K -713 -2%
SWM
61
Spire Wealth Management
Virginia
$3.94M +$103K +1,142 +3%
AFA
62
Arlington Financial Advisors
California
$3.87M +$19.2K +213 +0.5%
BCI
63
Brinker Capital Investments
Pennsylvania
$3.85M -$230K -2,551 -6%
William Blair & Company
64
William Blair & Company
Illinois
$3.73M +$10.8K +120 +0.3%
BWM
65
BigSur Wealth Management
Florida
$3.72M
NW
66
NewEdge Wealth
Pennsylvania
$3.67M +$3.56M +39,504 New
FI
67
Financial Insights
Washington
$3.57M +$12.4K +138 +0.4%
KA
68
Kovack Advisors
Florida
$3.55M +$2.16M +23,931 +168%
CWM
69
Cranbrook Wealth Management
Michigan
$3.46M -$17.1K -190 -0.5%
AI
70
Accredited Investors
Minnesota
$3.33M +$119K +1,323 +4%
PAS
71
Park Avenue Securities
New York
$3.31M +$968K +10,739 +43%
PA
72
PFG Advisors
Arizona
$3.3M +$123K +1,368 +4%
HF
73
HRT Financial
New York
$3.28M +$3.18M +35,272 New
GC
74
Gibson Capital
Pennsylvania
$3.26M -$26.7K -296 -0.8%
CT
75
Columbia Trust
Oregon
$3.26M