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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$8.09M +$642K +5,022 +8%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$7.98M -$383K -2,994 -4%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$7.95M +$5.63M +44,024 +204%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$7.82M -$439K -3,436 -5%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$7.79M +$343K +2,685 +4%
DJSG
56
D.J. St. Germain
Massachusetts
$7.45M +$262K +2,046 +3%
ASN
57
Advisory Services Network
Georgia
$7.38M -$3.49M -27,289 -31%
Corient Private Wealth
58
Corient Private Wealth
Florida
$7.36M -$7.54M -58,939 -49%
A
59
Allianz
Germany
$6.95M +$513K +4,014 +8%
SPIA
60
Strategic Point Investment Advisors
Rhode Island
$6.81M -$296K -2,314 -4%
CL
61
Choreo LLC
Illinois
$6.72M -$307K -2,402 -4%
HL
62
HeadInvest LLC
Maine
$6.66M -$173K -1,352 -2%
PWM
63
Perigon Wealth Management
California
$6.66M +$142K +1,112 +2%
AL
64
Aspiriant LLC
California
$6.65M
DF
65
Dunhill Financial
United Kingdom
$6.37M -$761K -5,954 -10%
Stifel Financial
66
Stifel Financial
Missouri
$5.92M -$285K -2,231 -4%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$5.6M -$148K -1,158 -2%
AssetMark Inc
68
AssetMark Inc
California
$5.54M -$787K -6,159 -12%
AFC
69
Avise Financial Cooperative
California
$5.44M +$577K +4,516 +11%
KAS
70
Kestra Advisory Services
Texas
$5.36M +$1.88M +14,741 +50%
GI
71
Gradient Investments
Minnesota
$5.24M -$64.7K -506 -1%
SW
72
SoFi Wealth
California
$5.19M +$1.08M +8,482 +25%
GCG
73
Gilbert Capital Group
Maine
$5.14M -$186K -1,452 -3%
SAG
74
SageView Advisory Group
California
$4.74M -$46.2K -361 -0.9%
AIM
75
Archer Investment Management
Texas
$4.73M +$4.21M +32,904 +534%