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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$5.27M -$2.11M -26,497 -30%
Corient Private Wealth
52
Corient Private Wealth
Florida
$5.16M -$36.6K -460 -0.7%
MMA
53
Miracle Mile Advisors
California
$4.89M +$95.3K +1,199 +2%
OWA
54
One Wealth Advisors
California
$4.82M +$90.4K +1,137 +2%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$4.73M +$307K +3,857 +7%
GI
56
Gradient Investments
Minnesota
$4.45M -$412K -5,190 -9%
LNC
57
Lincoln National Corp
Pennsylvania
$4.39M +$889K +11,181 +27%
TAM
58
Trillium Asset Management
Massachusetts
$4.33M +$165K +2,074 +4%
FAFN
59
First Affirmative Financial Network
Colorado
$4.19M -$270K -3,393 -6%
CAN
60
Cetera Advisor Networks
California
$4.11M +$30.3K +381 +0.8%
LWP
61
Laurel Wealth Planning
Minnesota
$3.83M -$351K -4,422 -9%
BC
62
Brio Consultants
California
$3.73M +$218K +2,740 +7%
PCM
63
Pennsylvania Capital Management
Pennsylvania
$3.71M +$99.3K +1,249 +3%
SWPG
64
Strategic Wealth Partners Group
Illinois
$3.69M +$398K +5,013 +13%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$3.65M -$320K -4,032 -9%
LGWM
66
Litman Gregory Wealth Management
California
$3.64M +$3.44M +43,276 New
AI
67
Accredited Investors
Minnesota
$3.59M -$84.4K -1,062 -2%
GC
68
Gibson Capital
Pennsylvania
$3.58M -$121K -1,517 -3%
HighTower Advisors
69
HighTower Advisors
Illinois
$3.48M -$180K -2,267 -5%
CWP
70
Concord Wealth Partners
Virginia
$3.45M +$150K +1,884 +5%
William Blair & Company
71
William Blair & Company
Illinois
$3.38M -$37.8K -475 -1%
CT
72
Columbia Trust
Oregon
$3.36M -$23.8K -300 -0.7%
CWM
73
Cranbrook Wealth Management
Michigan
$3.35M -$188K -2,363 -6%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$3.28M +$311K +3,912 +11%
WANY
75
Wealthspire Advisors (New York)
New York
$3.25M +$230K +2,899 +8%