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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSB
76
Bangor Savings Bank
Maine
$1.33M
P
77
Pitcairn
Pennsylvania
$1.27M +$1.88K +34 +0.1%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$1.27M +$80.3K +1,454 +7%
William Blair & Company
79
William Blair & Company
Illinois
$1.25M -$1.66K -30 -0.1%
MCM
80
Manchester Capital Management
Vermont
$1.25M
HL
81
HeadInvest LLC
Maine
$1.19M +$1.18M +21,362 New
PWLP
82
Prio Wealth Limited Partnership
Massachusetts
$1.18M +$261K +4,720 +29%
Stifel Financial
83
Stifel Financial
Missouri
$1.17M +$93.9K +1,700 +9%
FI
84
Financial Insights
Washington
$1.13M +$49.7K +900 +5%
RWP
85
RWA Wealth Partners
Massachusetts
$1.1M +$35.9K +650 +3%
Truist Financial
86
Truist Financial
North Carolina
$1.09M -$2.87K -52 -0.3%
SW
87
SVB Wealth
Massachusetts
$1.08M +$49.4K +894 +5%
UCFA
88
United Capital Financial Advisors
Texas
$1.05M -$297K -5,366 -22%
BAAM
89
Baker Avenue Asset Management
California
$1.04M +$106K +1,920 +11%
BSW
90
Buckingham Strategic Wealth
Missouri
$955K -$1.99K -36 -0.2%
AWS
91
AJ Wealth Strategies
New York
$946K -$648K -11,736 -41%
AF
92
AtlasMark Financial
Texas
$944K +$940K +17,020 New
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$894K +$7.18K +130 +0.8%
BTW
94
Boston Trust Walden
Massachusetts
$881K +$117K +2,126 +15%
BP
95
BBR Partners
New York
$867K -$34.7K -628 -4%
BC
96
Brio Consultants
California
$856K +$19.2K +348 +2%
CWM
97
Cornerstone Wealth Management
Missouri
$814K +$65K +1,176 +9%
FAAS
98
First Allied Advisory Services
California
$799K +$29.9K +542 +4%
TA
99
Trellis Advisors
Washington
$793K -$6.3K -114 -0.8%
AIA
100
Arbor Investment Advisors
North Carolina
$784K +$38.1K +690 +5%