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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
51
Fifth Third Wealth Advisors
Ohio
$7.79M -$5.33K -50 -0.1%
Comerica Bank
52
Comerica Bank
Texas
$7.52M -$316K -2,965 -4%
Corient Private Wealth
53
Corient Private Wealth
Florida
$6.94M -$23K -216 -0.4%
SPIA
54
Strategic Point Investment Advisors
Rhode Island
$6.91M -$449K -4,220 -7%
JFGIW
55
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.87M +$243K +2,286 +4%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$6.86M +$3.09K +29 +0%
CL
57
Choreo LLC
Illinois
$6.81M -$717K -6,729 -10%
BC
58
Brio Consultants
California
$6.6M +$138K +1,296 +2%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$6.11M +$935K +8,784 +20%
HL
60
HeadInvest LLC
Maine
$6.07M +$4.58K +43 +0.1%
EAM
61
Erste Asset Management
Austria
$6.06M
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$5.95M +$316K +2,971 +6%
DJSG
63
D.J. St. Germain
Massachusetts
$5.76M +$145K +1,364 +3%
PWM
64
Perigon Wealth Management
California
$5.59M -$1.25M -11,752 -20%
Stifel Financial
65
Stifel Financial
Missouri
$5.54M +$596K +5,596 +13%
AssetMark Inc
66
AssetMark Inc
California
$5.46M +$268K +2,520 +6%
A
67
Allianz
Germany
$5.26M +$360K +3,384 +8%
Kovitz Investment Group Partners
68
Kovitz Investment Group Partners
Illinois
$5.2M -$186K -1,746 -4%
GCG
69
Gilbert Capital Group
Maine
$5.18M +$4.75M +44,558 New
BP
70
BBR Partners
New York
$5.15M +$1.37M +12,832 +41%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$5.13M -$6.42M -60,276 -58%
OWA
72
One Wealth Advisors
California
$4.99M -$79.4K -746 -2%
FAFN
73
First Affirmative Financial Network
Colorado
$4.98M +$250K +2,347 +6%
SAG
74
SageView Advisory Group
California
$4.95M -$86K -808 -2%
LGWM
75
Litman Gregory Wealth Management
California
$4.9M +$232K +2,180 +5%