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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$6.33M +$887K +10,459 +18%
MMA
52
Miracle Mile Advisors
California
$6.31M +$2.41M +28,380 +69%
Comerica Bank
53
Comerica Bank
Texas
$6.18M -$65K -766 -1%
SPIA
54
Strategic Point Investment Advisors
Rhode Island
$6.03M +$141K +1,662 +3%
LNC
55
Lincoln National Corp
Pennsylvania
$6M +$1.08M +12,754 +24%
BWM
56
Baystate Wealth Management
Massachusetts
$5.82M -$73.3K -864 -1%
SWA
57
SOA Wealth Advisors
New York
$5.57M -$56.3K -664 -1%
OWA
58
One Wealth Advisors
California
$5.54M +$588K +6,933 +13%
Corient Private Wealth
59
Corient Private Wealth
Florida
$5.49M -$51.8K -610 -1%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$5.45M +$12.2K +144 +0.2%
JFGIW
61
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.26M -$501K -5,901 -9%
DL
62
DOHJ LLC
Washington
$4.78M +$1.39M +16,359 +45%
BPA
63
Beacon Pointe Advisors
California
$4.78M +$2.6M +30,645 +140%
GI
64
Gradient Investments
Minnesota
$4.62M -$104K -1,223 -2%
Stifel Financial
65
Stifel Financial
Missouri
$4.58M +$1.39M +16,383 +48%
CAN
66
Cetera Advisor Networks
California
$4.56M +$178K +2,099 +4%
BC
67
Brio Consultants
California
$4.48M +$377K +4,446 +10%
FAFN
68
First Affirmative Financial Network
Colorado
$4.44M +$1.42M +16,786 +52%
SWPG
69
Strategic Wealth Partners Group
Illinois
$4.34M +$278K +3,277 +7%
BCI
70
Brinker Capital Investments
Pennsylvania
$4.3M -$60.6K -714 -1%
OPS
71
Orion Portfolio Solutions
Nebraska
$4.3M -$60.6K -714 -1%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$4.11M +$789K +9,298 +26%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$4.1M -$621K -7,323 -14%
UCFA
74
United Capital Financial Advisors
Texas
$4.1M +$2.84M +33,516 +291%
LGWM
75
Litman Gregory Wealth Management
California
$4.08M +$131K +1,544 +4%