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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PG
51
Prostatis Group
Maryland
$4.39M +$4.39M +61,113 New
MMA
52
Miracle Mile Advisors
California
$4.08M +$291K +4,043 +8%
JFGIW
53
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.07M -$44.8K -624 -1%
FAFN
54
First Affirmative Financial Network
Colorado
$3.99M +$200K +2,784 +5%
Citadel Advisors
55
Citadel Advisors
Florida
$3.97M +$3.97M +55,248 New
Corient Private Wealth
56
Corient Private Wealth
Florida
$3.96M +$3.97M +55,185 New
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$3.78M +$340K +4,734 +10%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$3.75M +$299K +4,163 +9%
RJA
59
Raymond James & Associates
Florida
$3.73M +$1.26M +17,506 +51%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$3.73M +$1.11M +15,388 +42%
LWP
61
Laurel Wealth Planning
Minnesota
$3.71M -$1.09M -15,208 -23%
CAN
62
Cetera Advisor Networks
California
$3.63M +$1.47M +20,508 +68%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$3.44M +$129K +1,792 +4%
HighTower Advisors
64
HighTower Advisors
Illinois
$3.32M +$137K +1,906 +4%
LNC
65
Lincoln National Corp
Pennsylvania
$3.31M +$11.9K +166 +0.4%
CCM
66
Cribstone Capital Management
Maine
$3.23M -$53.5K -745 -2%
AI
67
Accredited Investors
Minnesota
$3.23M +$130K +1,802 +4%
CG
68
Colony Group
Massachusetts
$3.23M +$3.23M +44,930 New
PCM
69
Pennsylvania Capital Management
Pennsylvania
$3.19M +$2.52M +35,046 +447%
KAS
70
Kestra Advisory Services
Texas
$3.19M +$321K +4,462 +11%
LGWM
71
Litman Gregory Wealth Management
California
$3.17M -$9.34K -130 -0.3%
GC
72
Gibson Capital
Pennsylvania
$3.05M +$486K +6,766 +19%
CWM
73
Cranbrook Wealth Management
Michigan
$3.01M +$4.24K +59 +0.1%
AssetMark Inc
74
AssetMark Inc
California
$2.95M +$1.67M +23,254 +131%
CT
75
Columbia Trust
Oregon
$2.94M – – –