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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$4.54M +$1.46M +20,340 +47%
PG
52
Prostatis Group
Maryland
$4.39M +$4.39M +61,113 New
MMA
53
Miracle Mile Advisors
California
$4.08M +$291K +4,043 +8%
JFGIW
54
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.07M -$44.8K -624 -1%
FAFN
55
First Affirmative Financial Network
Colorado
$3.99M +$200K +2,784 +5%
Citadel Advisors
56
Citadel Advisors
Florida
$3.97M +$3.97M +55,248 New
Corient Private Wealth
57
Corient Private Wealth
Florida
$3.96M +$3.97M +55,185 New
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$3.78M +$340K +4,734 +10%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$3.75M +$299K +4,163 +9%
RJA
60
Raymond James & Associates
Florida
$3.73M +$1.26M +17,506 +51%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$3.73M +$1.11M +15,388 +42%
LWP
62
Laurel Wealth Planning
Minnesota
$3.71M -$1.09M -15,208 -23%
CAN
63
Cetera Advisor Networks
California
$3.63M +$1.47M +20,508 +68%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$3.44M +$129K +1,792 +4%
HighTower Advisors
65
HighTower Advisors
Illinois
$3.32M +$137K +1,906 +4%
LNC
66
Lincoln National Corp
Pennsylvania
$3.31M +$11.9K +166 +0.4%
CCM
67
Cribstone Capital Management
Maine
$3.23M -$53.5K -745 -2%
AI
68
Accredited Investors
Minnesota
$3.23M +$130K +1,802 +4%
CG
69
Colony Group
Massachusetts
$3.23M +$3.23M +44,930 New
PCM
70
Pennsylvania Capital Management
Pennsylvania
$3.19M +$2.52M +35,046 +447%
KAS
71
Kestra Advisory Services
Texas
$3.19M +$321K +4,462 +11%
LGWM
72
Litman Gregory Wealth Management
California
$3.17M -$9.34K -130 -0.3%
GC
73
Gibson Capital
Pennsylvania
$3.05M +$486K +6,766 +19%
CWM
74
Cranbrook Wealth Management
Michigan
$3.01M +$4.24K +59 +0.1%
AssetMark Inc
75
AssetMark Inc
California
$2.95M +$1.67M +23,254 +131%