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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
51
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.2M -$446K -5,254 -8%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$5.14M +$299K +3,523 +6%
SWA
53
SOA Wealth Advisors
New York
$5.04M -$279K -3,292 -5%
Corient Private Wealth
54
Corient Private Wealth
Florida
$4.96M -$26.8K -316 -0.5%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$4.8M -$521K -6,142 -9%
OWA
56
One Wealth Advisors
California
$4.39M -$279K -3,289 -6%
LNC
57
Lincoln National Corp
Pennsylvania
$4.33M +$90.3K +1,065 +2%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$4.27M -$863K -10,178 -16%
GI
59
Gradient Investments
Minnesota
$4.23M -$67.5K -796 -2%
HighTower Advisors
60
HighTower Advisors
Illinois
$4.09M +$763K +8,995 +22%
BCI
61
Brinker Capital Investments
Pennsylvania
$3.91M -$1.66M -19,628 -29%
OPS
62
Orion Portfolio Solutions
Nebraska
$3.91M -$1.66M -19,628 -29%
CAN
63
Cetera Advisor Networks
California
$3.9M -$78.4K -925 -2%
BC
64
Brio Consultants
California
$3.64M +$42.7K +503 +1%
SWPG
65
Strategic Wealth Partners Group
Illinois
$3.63M +$46.1K +544 +1%
PCM
66
Pennsylvania Capital Management
Pennsylvania
$3.6M +$7.55K +89 +0.2%
LWP
67
Laurel Wealth Planning
Minnesota
$3.53M -$184K -2,172 -5%
LGWM
68
Litman Gregory Wealth Management
California
$3.52M -$594 -7 -0%
GC
69
Gibson Capital
Pennsylvania
$3.47M
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$3.46M -$79.8K -941 -2%
William Blair & Company
71
William Blair & Company
Illinois
$3.41M +$153K +1,809 +5%
CT
72
Columbia Trust
Oregon
$3.37M +$127K +1,500 +4%
MMA
73
Miracle Mile Advisors
California
$3.33M -$1.45M -17,108 -29%
WANY
74
Wealthspire Advisors (New York)
New York
$3.26M +$118K +1,396 +4%
AI
75
Accredited Investors
Minnesota
$3.24M -$240K -2,833 -7%