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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
51
Geller Advisors
New York
$4.53M +$1.97K +23 +0%
PG
52
Prostatis Group
Maryland
$4.47M -$6.66M -77,656 -60%
HighTower Advisors
53
HighTower Advisors
Illinois
$4.24M +$137K +1,595 +3%
AWS
54
Atria Wealth Solutions
New York
$4.19M +$4.15M +48,351 New
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$4.1M +$65.5K +764 +2%
FCH
56
Freestone Capital Holdings
Washington
$4.05M
MMA
57
Miracle Mile Advisors
California
$4.01M -$63.2K -737 -2%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$3.97M -$102K -1,188 -3%
CCM
59
Cribstone Capital Management
Maine
$3.84M +$24.2K +282 +0.6%
SWM
60
Spire Wealth Management
Virginia
$3.7M +$32.2K +375 +0.9%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$3.66M -$4.51M -52,550 -55%
Jane Street
62
Jane Street
New York
$3.65M +$3.38M +39,389 +1,407%
Stifel Financial
63
Stifel Financial
Missouri
$3.6M +$754K +8,796 +27%
IA
64
IFP Advisors
Florida
$3.53M +$2.85M +33,176 +2,363%
BWM
65
BigSur Wealth Management
Florida
$3.46M
LGWM
66
Litman Gregory Wealth Management
California
$3.44M -$281K -3,279 -8%
SHJ
67
Sharkey, Howes & Javer
Colorado
$3.41M +$2.18M +25,473 +184%
CT
68
Columbia Trust
Oregon
$3.38M +$143K +1,673 +4%
BCM
69
Brookstone Capital Management
Illinois
$3.34M -$3.87M -45,089 -53%
AI
70
Accredited Investors
Minnesota
$3.33M +$219K +2,552 +7%
CWM
71
Cranbrook Wealth Management
Michigan
$3.32M +$89.3K +1,041 +3%
FI
72
Financial Insights
Washington
$3.3M -$25K -291 -0.8%
William Blair & Company
73
William Blair & Company
Illinois
$3.27M -$202K -2,361 -6%
BCI
74
Brinker Capital Investments
Pennsylvania
$3.22M -$368K -4,287 -10%
TAIM
75
TD Ameritrade Investment Management
Nebraska
$3.2M +$1.18M +13,807 +60%