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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
76
Wealthspire Advisors (New York)
New York
$1.33M +$1.57M +27,424 New
BDF
77
Balasa Dinverno & Foltz
$1.33M +$26.2K +456 +2%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$1.31M +$49.8K +868 +3%
CWM
79
Cranbrook Wealth Management
Michigan
$1.31M +$95.8K +1,668 +7%
AAMC
80
Asset Allocation & Management Company
Illinois
$1.29M -$694K -12,080 -31%
LNC
81
Lincoln National Corp
Pennsylvania
$1.29M -$420K -7,308 -22%
SBL
82
Sargent Bickham Lagudis
Colorado
$1.26M -$114K -1,992 -7%
BSB
83
Bangor Savings Bank
Maine
$1.26M +$69.2K +1,206 +5%
BCI
84
Brinker Capital Investments
Pennsylvania
$1.22M -$51.4K -896 -3%
PWP
85
Personal Wealth Partners
Minnesota
$1.17M
William Blair & Company
86
William Blair & Company
Illinois
$1.17M +$79.7K +1,388 +6%
BBNA
87
Bremer Bank National Association
Minnesota
$1.13M
MM
88
Main Management
California
$1.11M -$201K -3,492 -13%
P
89
Pitcairn
Pennsylvania
$1.11M
BCM
90
Brookstone Capital Management
Illinois
$1.08M +$559K +9,736 +78%
PGAM
91
Princeton Global Asset Management
New Jersey
$1.07M +$1.26M +22,000 New
TAIM
92
TD Ameritrade Investment Management
Nebraska
$1.06M +$807K +14,058 +181%
GI
93
Gradient Investments
Minnesota
$1.04M +$95.9K +1,670 +8%
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$1M +$425K +7,404 +56%
AI
95
Accredited Investors
Minnesota
$918K +$310K +5,400 +40%
HH
96
Hilltop Holdings
Texas
$909K -$20K -348 -2%
WR
97
Watson Rebecca
$891K +$256K +4,454 +36%
BC
98
Brio Consultants
California
$858K +$1.84K +32 +0.2%
BSW
99
Buckingham Strategic Wealth
Missouri
$854K
CWM
100
Cornerstone Wealth Management
Missouri
$849K +$569K +9,918 +132%