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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$1.59M +$1.05M +18,246 +223%
MM
77
Main Management
California
$1.58M -$253K -4,396 -14%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$1.57M +$183K +3,178 +14%
BCI
79
Brinker Capital Investments
Pennsylvania
$1.56M -$56.5K -984 -4%
BC
80
Brinker Capital
Pennsylvania
$1.53M -$1.72K -30 -0.1%
MIAN
81
Mariner Independent Advisor Network
Kansas
$1.51M -$129K -2,250 -8%
CWM
82
Cranbrook Wealth Management
Michigan
$1.51M +$727K +12,652 +101%
IAA
83
Independent Advisor Alliance
North Carolina
$1.5M +$1.44M +25,020 New
BSB
84
Bangor Savings Bank
Maine
$1.48M +$40.9K +712 +3%
PWLP
85
Prio Wealth Limited Partnership
Massachusetts
$1.45M +$165K +2,880 +14%
PWP
86
Personal Wealth Partners
Minnesota
$1.44M
WWM
87
Western Wealth Management
Colorado
$1.43M +$798K +13,892 +140%
CT
88
Columbia Trust
Oregon
$1.43M +$1.37M +23,812 New
BBNA
89
Bremer Bank National Association
Minnesota
$1.39M -$119K -2,070 -8%
P
90
Pitcairn
Pennsylvania
$1.37M -$10.6K -184 -0.8%
MCM
91
Manchester Capital Management
Vermont
$1.35M
William Blair & Company
92
William Blair & Company
Illinois
$1.35M
Citadel Advisors
93
Citadel Advisors
Florida
$1.33M +$968K +16,846 +317%
SW
94
SVB Wealth
Massachusetts
$1.32M +$144K +2,514 +13%
GI
95
Gradient Investments
Minnesota
$1.19M -$434K -7,548 -28%
HH
96
Hilltop Holdings
Texas
$1.14M +$352K +6,128 +48%
UCFA
97
United Capital Financial Advisors
Texas
$1.14M +$5.63K +98 +0.5%
Stifel Financial
98
Stifel Financial
Missouri
$1.09M -$162K -2,816 -13%
BAAM
99
Baker Avenue Asset Management
California
$1.09M -$35.2K -612 -3%
BC
100
Brio Consultants
California
$1.06M +$124K +2,150 +14%