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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
$7.12M -$1.78M -16,342 -19%
SCM
52
SCS Capital Management
Massachusetts
$7.04M +$7.5M +68,769 New
Comerica Bank
53
Comerica Bank
Texas
$6.94M -$484K -4,432 -6%
FTWA
54
Fifth Third Wealth Advisors
Ohio
$6.87M
CL
55
Choreo LLC
Illinois
$6.7M -$523K -4,798 -7%
SPIA
56
Strategic Point Investment Advisors
Rhode Island
$6.52M -$53.5K -490 -0.8%
Corient Private Wealth
57
Corient Private Wealth
Florida
$6.14M -$84.9K -778 -1%
PWM
58
Perigon Wealth Management
California
$6.13M -$539K -4,940 -8%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$6.04M -$105K -963 -2%
JFGIW
60
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.82M +$247K +2,268 +4%
BC
61
Brio Consultants
California
$5.69M -$19.3K -177 -0.3%
HL
62
HeadInvest LLC
Maine
$5.35M +$289K +2,649 +5%
DL
63
DOHJ LLC
Washington
$5.12M +$12.5K +115 +0.2%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$5.12M +$4.66M +42,730 +588%
GI
65
Gradient Investments
Minnesota
$5.08M -$265K -2,426 -5%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$5.03M -$2.09M -19,176 -28%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$4.94M +$685K +6,281 +15%
DJSG
68
D.J. St. Germain
Massachusetts
$4.94M +$658K +6,034 +14%
Kovitz Investment Group Partners
69
Kovitz Investment Group Partners
Illinois
$4.76M -$131K -1,203 -3%
AssetMark Inc
70
AssetMark Inc
California
$4.56M +$239K +2,188 +5%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$4.48M +$153K +1,404 +3%
OWA
72
One Wealth Advisors
California
$4.48M -$370K -3,395 -7%
UB
73
Umpqua Bank
Oregon
$4.36M +$11.5K +105 +0.2%
Stifel Financial
74
Stifel Financial
Missouri
$4.31M -$1.6M -14,644 -26%
A
75
Allianz
Germany
$4.29M +$454K +4,165 +11%