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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$8.91M -$437K -3,422 -5%
SCM
52
SCS Capital Management
Massachusetts
$8.91M
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$8.87M +$547K +4,283 +7%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$8.76M -$281K -2,198 -3%
Comerica Bank
55
Comerica Bank
Texas
$8.08M -$186K -1,455 -2%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$7.96M +$161K +1,260 +2%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$7.94M +$84K +658 +1%
DJSG
58
D.J. St. Germain
Massachusetts
$7.66M +$1.15M +9,016 +18%
BC
59
Brio Consultants
California
$7.59M +$58.1K +455 +0.8%
SPIA
60
Strategic Point Investment Advisors
Rhode Island
$7.54M -$150K -1,175 -2%
DF
61
Dunhill Financial
United Kingdom
$7.53M -$877K -6,869 -11%
CL
62
Choreo LLC
Illinois
$7.51M +$1.53K +12 +0%
HL
63
HeadInvest LLC
Maine
$7.25M +$384K +3,005 +6%
AL
64
Aspiriant LLC
California
$7.07M +$5.28M +41,352 +306%
PWM
65
Perigon Wealth Management
California
$6.93M +$355K +2,781 +5%
A
66
Allianz
Germany
$6.87M +$493K +3,856 +8%
AssetMark Inc
67
AssetMark Inc
California
$6.68M +$424K +3,319 +7%
Stifel Financial
68
Stifel Financial
Missouri
$6.58M +$845K +6,619 +15%
EAM
69
Erste Asset Management
Austria
$6.15M -$266K -2,080 -4%
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$6.1M -$161K -1,257 -3%
GCG
71
Gilbert Capital Group
Maine
$5.65M +$61.8K +484 +1%
GI
72
Gradient Investments
Minnesota
$5.64M +$312K +2,441 +6%
BP
73
BBR Partners
New York
$5.47M -$27.8K -218 -0.5%
AFC
74
Avise Financial Cooperative
California
$5.2M +$5.16M +40,372 New
OWA
75
One Wealth Advisors
California
$5.17M -$316K -2,473 -6%