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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSWM
76
Boston Standard Wealth Management
Massachusetts
$1.11M -$742K -14,628 -41%
BBNA
77
Bremer Bank National Association
Minnesota
$1.1M +$1.02M +20,118 New
Truist Financial
78
Truist Financial
North Carolina
$1.05M -$8.01K -158 -0.8%
P
79
Pitcairn
Pennsylvania
$1.05M
MLIC
80
Mandatum Life Insurance Company
Finland
$1.02M
Franklin Resources
81
Franklin Resources
California
$1.01M
BAAM
82
Baker Avenue Asset Management
California
$916K +$26.4K +520 +3%
BSW
83
Buckingham Strategic Wealth
Missouri
$910K +$249K +4,904 +40%
Stifel Financial
84
Stifel Financial
Missouri
$891K -$1.46M -28,706 -63%
AG
85
Advisor Group
Arizona
$887K +$189K +3,728 +28%
TA
86
Tiedemann Advisors
New York
$872K +$234K +4,610 +39%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$846K -$91.7K -1,808 -10%
BTW
88
Boston Trust Walden
Massachusetts
$836K -$60.9K -1,200 -7%
BC
89
Brio Consultants
California
$802K +$11.3K +222 +1%
PA
90
Paracle Advisors
Washington
$768K -$300K -5,908 -29%
TA
91
Trellis Advisors
Washington
$759K +$4.87K +96 +0.7%
FAAS
92
First Allied Advisory Services
California
$743K -$134K -2,648 -16%
HH
93
Hilltop Holdings
Texas
$736K +$23.6K +466 +3%
FFA
94
First Foundation Advisors
California
$705K +$189K +3,726 +39%
CFSG
95
Community Financial Services Group
Vermont
$668K +$219K +4,314 +52%
JGUA
96
John G. Ullman & Associates
New York
$665K +$112K +2,200 +21%
PBO
97
Peoples Bank (Ohio)
Ohio
$656K -$18.8K -370 -3%
PMG
98
ProVise Management Group
Florida
$629K -$8.62K -170 -1%
DWT
99
Dorsey & Whitney Trust
South Dakota
$628K +$295K +5,818 +95%
AIA
100
Arbor Investment Advisors
North Carolina
$623K +$85.8K +1,692 +17%