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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
76
Jones Financial Companies
Missouri
$5.35M +$1.41M +10,305 +36%
KAS
77
Kestra Advisory Services
Texas
$5.32M -$945K -6,894 -16%
Wealthfront Advisers
78
Wealthfront Advisers
California
$5.25M +$725K +5,291 +17%
OWA
79
One Wealth Advisors
California
$5.23M -$11K -80 -0.2%
MP
80
Moment Partners
California
$5.19M -$67.3K -491 -1%
Corient Private Wealth
81
Corient Private Wealth
Florida
$5.07M -$3.59M -26,176 -42%
NCM
82
Neumann Capital Management
California
$5.01M -$31.1K -227 -0.6%
DE
83
Diversified Enterprises
Delaware
$5M -$48.9K -357 -1%
CWM
84
Cranbrook Wealth Management
Michigan
$4.94M -$67.4K -492 -1%
MFA
85
McClarren Financial Advisors
Pennsylvania
$4.91M +$153K +1,114 +3%
GM
86
GeoWealth Management
Illinois
$4.79M +$875K +6,384 +23%
P
87
&Partners
Tennessee
$4.76M +$2.33K +17 +0.1%
LWP
88
Laurel Wealth Planning
Minnesota
$4.75M -$99.6K -727 -2%
SAG
89
SageView Advisory Group
California
$4.63M -$909K -6,635 -17%
CCA
90
Childress Capital Advisors
Texas
$4.57M -$44.4K -324 -1%
B
91
Bailard
California
$4.51M -$26.2K -191 -0.6%
EAM
92
Erste Asset Management
Austria
$4.46M
PCM
93
Pennsylvania Capital Management
Pennsylvania
$4.44M +$678K +4,946 +19%
TBF
94
True Blue Financial
Michigan
$4.4M +$57.7K +421 +1%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$4.35M +$2.34M +17,057 +127%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$4.32M +$227K +1,654 +6%
JMFC
97
J.M. Forbes & Co
Massachusetts
$4.21M +$34.1K +249 +0.8%
MFG
98
Merit Financial Group
Georgia
$4.2M +$37K +270 +0.9%
Franklin Resources
99
Franklin Resources
California
$4.14M +$526K +3,835 +15%
UCFA
100
United Capital Financial Advisors
Texas
$4.12M -$679K -4,957 -15%