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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
51
Gradient Investments
Minnesota
$4.52M -$501K -6,638 -10%
MMA
52
Miracle Mile Advisors
California
$4.44M +$1.96K +26 +0%
OWA
53
One Wealth Advisors
California
$4.38M -$574K -7,597 -12%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$4.27M -$2.18M -28,807 -34%
FAFN
55
First Affirmative Financial Network
Colorado
$4.15M -$178K -2,353 -4%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$4.07M +$56.7K +751 +1%
BCI
57
Brinker Capital Investments
Pennsylvania
$3.98M +$946K +12,522 +33%
OPS
58
Orion Portfolio Solutions
Nebraska
$3.98M +$2.8M +37,030 +265%
LWP
59
Laurel Wealth Planning
Minnesota
$3.9M -$129K -1,709 -3%
TAM
60
Trillium Asset Management
Massachusetts
$3.86M -$11M -145,677 -75%
CAN
61
Cetera Advisor Networks
California
$3.78M -$154K -2,041 -4%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$3.7M -$34K -450 -0.9%
GC
63
Gibson Capital
Pennsylvania
$3.44M +$125K +1,658 +4%
AI
64
Accredited Investors
Minnesota
$3.41M -$96.8K -1,282 -3%
HighTower Advisors
65
HighTower Advisors
Illinois
$3.39M -$206K -2,725 -6%
PCM
66
Pennsylvania Capital Management
Pennsylvania
$3.34M – – –
CWM
67
Cranbrook Wealth Management
Michigan
$3.29M +$16.2K +215 +0.5%
BC
68
Brio Consultants
California
$3.24M +$346K +4,575 +12%
LNC
69
Lincoln National Corp
Pennsylvania
$3.19M -$390K -5,157 -11%
William Blair & Company
70
William Blair & Company
Illinois
$3.17M -$13.4K -178 -0.4%
CT
71
Columbia Trust
Oregon
$3.13M -$54.8K -725 -2%
BWM
72
BigSur Wealth Management
Florida
$3.12M – – –
CWP
73
Concord Wealth Partners
Virginia
$3.05M -$41.7K -552 -1%
SWPG
74
Strategic Wealth Partners Group
Illinois
$2.99M +$348K +4,612 +13%
KPWS
75
Kestra Private Wealth Services
Texas
$2.95M +$317K +4,198 +12%