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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$6.97M +$118K +1,229 +2%
LNC
52
Lincoln National Corp
Pennsylvania
$6.85M +$192K +2,012 +3%
SPIA
53
Strategic Point Investment Advisors
Rhode Island
$6.52M -$144K -1,505 -2%
Corient Private Wealth
54
Corient Private Wealth
Florida
$6.07M -$14.2K -148 -0.2%
OWA
55
One Wealth Advisors
California
$6.05M -$84.6K -885 -1%
SWA
56
SOA Wealth Advisors
New York
$6.03M -$129K -1,348 -2%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$5.98M -$47.4K -496 -0.8%
JFGIW
58
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.7M -$111K -1,158 -2%
TAM
59
Trillium Asset Management
Massachusetts
$5.39M -$11.3M -118,370 -69%
GI
60
Gradient Investments
Minnesota
$5.25M +$122K +1,280 +3%
FTWA
61
Fifth Third Wealth Advisors
Ohio
$5.17M +$4.57M +47,815 +1,366%
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$4.97M +$1.19M +12,459 +34%
CAN
63
Cetera Advisor Networks
California
$4.86M -$173K -1,807 -4%
DL
64
DOHJ LLC
Washington
$4.81M -$451K -4,717 -9%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$4.78M +$221K +2,309 +5%
BC
66
Brio Consultants
California
$4.74M -$213K -2,225 -5%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$4.69M +$139K +1,456 +3%
SWPG
68
Strategic Wealth Partners Group
Illinois
$4.61M -$191K -2,002 -4%
LGWM
69
Litman Gregory Wealth Management
California
$4.52M
BCI
70
Brinker Capital Investments
Pennsylvania
$4.4M -$347K -3,630 -8%
OPS
71
Orion Portfolio Solutions
Nebraska
$4.4M -$347K -3,630 -8%
UCFA
72
United Capital Financial Advisors
Texas
$4.31M -$216K -2,262 -5%
BBNA
73
Bremer Bank National Association
Minnesota
$4.27M +$2.18M +22,807 +117%
William Blair & Company
74
William Blair & Company
Illinois
$4.2M -$155K -1,622 -4%
HL
75
HeadInvest LLC
Maine
$4.19M +$65.1K +681 +2%