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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$4.08M +$2.66M +34,180 +151%
FAFN
52
First Affirmative Financial Network
Colorado
$3.94M -$25.7K -330 -0.6%
Stifel Financial
53
Stifel Financial
Missouri
$3.87M +$947K +12,161 +29%
GA
54
Geller Advisors
New York
$3.86M +$114K +1,467 +3%
MMA
55
Miracle Mile Advisors
California
$3.75M +$452K +5,798 +13%
IA
56
IFP Advisors
Florida
$3.53M
FCH
57
Freestone Capital Holdings
Washington
$3.36M
TAM
58
Trillium Asset Management
Massachusetts
$3.32M +$789K +10,130 +28%
CCM
59
Cribstone Capital Management
Maine
$3.31M +$124K +1,595 +4%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$3.29M -$5.61K -72 -0.2%
Citadel Advisors
61
Citadel Advisors
Florida
$3.26M +$2.95M +37,873 +505%
HighTower Advisors
62
HighTower Advisors
Illinois
$3.23M -$312K -4,004 -8%
LGWM
63
Litman Gregory Wealth Management
California
$3.21M +$389K +4,989 +13%
TAIM
64
TD Ameritrade Investment Management
Nebraska
$3.17M +$558K +7,159 +19%
AI
65
Accredited Investors
Minnesota
$3.17M +$439K +5,639 +15%
RJA
66
Raymond James & Associates
Florida
$3.04M -$3.69M -47,368 -53%
CT
67
Columbia Trust
Oregon
$3.02M +$93.5K +1,200 +3%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$2.98M -$57.8K -742 -2%
BWM
69
BigSur Wealth Management
Florida
$2.88M
CWM
70
Cranbrook Wealth Management
Michigan
$2.83M +$88.5K +1,136 +3%
LNC
71
Lincoln National Corp
Pennsylvania
$2.79M +$1.13M +14,524 +60%
BCI
72
Brinker Capital Investments
Pennsylvania
$2.79M +$127K +1,630 +4%
BC
73
Brio Consultants
California
$2.75M +$231K +2,971 +8%
MSWMA
74
Market Street Wealth Management Advisors
Indiana
$2.74M +$2.19M +28,088 +282%
CWP
75
Concord Wealth Partners
Virginia
$2.71M +$291K +3,739 +11%