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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$1.06M +$132K +2,450 +15%
RWP
77
RWA Wealth Partners
Massachusetts
$1.05M +$563K +10,472 +119%
MLIC
78
Mandatum Life Insurance Company
Finland
$1.05M
FI
79
Financial Insights
Washington
$1.05M +$484K +9,006 +86%
SW
80
SVB Wealth
Massachusetts
$1.02M +$1M +18,618 New
Jane Street
81
Jane Street
New York
$989K -$7.41M -137,854 -88%
BSW
82
Buckingham Strategic Wealth
Missouri
$944K +$215 +4 +0%
BAAM
83
Baker Avenue Asset Management
California
$924K -$25.7K -478 -3%
PWLP
84
Prio Wealth Limited Partnership
Massachusetts
$902K +$365K +6,800 +70%
TRCT
85
Tower Research Capital (TRC)
New York
$901K -$475K -8,838 -35%
BP
86
BBR Partners
New York
$889K +$463K +8,612 +113%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$874K -$3.01K -56 -0.3%
AG
88
Advisor Group
Arizona
$829K -$88.5K -1,648 -10%
BC
89
Brio Consultants
California
$825K -$7.09K -132 -0.9%
TA
90
Trellis Advisors
Washington
$788K +$1.29K +24 +0.2%
PA
91
Paracle Advisors
Washington
$771K -$24.3K -452 -3%
FAAS
92
First Allied Advisory Services
California
$762K -$5.48K -102 -0.7%
BTW
93
Boston Trust Walden
Massachusetts
$752K -$112K -2,092 -13%
CWM
94
Cornerstone Wealth Management
Missouri
$739K +$70.1K +1,304 +11%
AIA
95
Arbor Investment Advisors
North Carolina
$735K +$87.4K +1,626 +14%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$730K -$1.06M -19,764 -60%
AI
97
Accredited Investors
Minnesota
$706K +$273K +5,088 +65%
HH
98
Hilltop Holdings
Texas
$705K -$56.6K -1,054 -8%
CFSG
99
Community Financial Services Group
Vermont
$693K
PMG
100
ProVise Management Group
Florida
$653K