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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMA
51
Miracle Mile Advisors
California
$3.54M +$49.5K +659 +1%
FAFN
52
First Affirmative Financial Network
Colorado
$3.53M -$157K -2,087 -4%
IA
53
IFP Advisors
Florida
$3.53M
GA
54
Geller Advisors
New York
$3.49M -$126K -1,680 -3%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$3.21M +$2.04M +27,138 +131%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$3.09M +$20.1K +268 +0.6%
LNC
57
Lincoln National Corp
Pennsylvania
$3.08M +$528K +7,037 +18%
CCM
58
Cribstone Capital Management
Maine
$3.07M -$12.3K -164 -0.4%
LGWM
59
Litman Gregory Wealth Management
California
$2.97M -$25.4K -339 -0.8%
HighTower Advisors
60
HighTower Advisors
Illinois
$2.96M -$44.5K -593 -1%
AI
61
Accredited Investors
Minnesota
$2.89M -$65.2K -868 -2%
Stifel Financial
62
Stifel Financial
Missouri
$2.88M -$812K -10,817 -20%
CWM
63
Cranbrook Wealth Management
Michigan
$2.8M +$184K +2,449 +6%
William Blair & Company
64
William Blair & Company
Illinois
$2.76M +$293K +3,901 +10%
CT
65
Columbia Trust
Oregon
$2.74M -$83.8K -1,116 -3%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$2.73M -$57.9K -772 -2%
BWM
67
BigSur Wealth Management
Florida
$2.68M
KAS
68
Kestra Advisory Services
Texas
$2.67M -$1.26M -16,831 -30%
BCI
69
Brinker Capital Investments
Pennsylvania
$2.55M -$54.3K -723 -2%
CWP
70
Concord Wealth Partners
Virginia
$2.55M +$24.7K +329 +0.9%
WANY
71
Wealthspire Advisors (New York)
New York
$2.47M +$250K +3,331 +10%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$2.45M +$108K +1,435 +4%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$2.44M +$1.98M +26,382 +261%
TAIM
74
TD Ameritrade Investment Management
Nebraska
$2.42M -$603K -8,031 -18%
GC
75
Gibson Capital
Pennsylvania
$2.39M +$22.4K +299 +0.8%