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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cranbrook Wealth Management
Michigan
$1.68M +$93.4K +1,680 +6%
B
77
Bailard
California
$1.67M -$755K -13,590 -32%
BSB
78
Bangor Savings Bank
Maine
$1.64M +$108K +1,936 +7%
WAM
79
Wealthspire Advisors (Maryland)
Maryland
$1.62M +$4.56K +82 +0.3%
ASN
80
Advisory Services Network
Georgia
$1.61M +$619K +11,130 +69%
BDF
81
Balasa Dinverno & Foltz
$1.59M -$19.2K -346 -1%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$1.5M -$83.7K -1,506 -6%
TA
83
Trellis Advisors
Washington
$1.48M +$503K +9,046 +56%
P
84
Pitcairn
Pennsylvania
$1.43M +$85.3K +1,534 +7%
BCI
85
Brinker Capital Investments
Pennsylvania
$1.43M -$54.3K -976 -4%
PWP
86
Personal Wealth Partners
Minnesota
$1.41M – – –
William Blair & Company
87
William Blair & Company
Illinois
$1.4M -$9.45K -170 -0.7%
BBNA
88
Bremer Bank National Association
Minnesota
$1.36M -$5.45K -98 -0.4%
MM
89
Main Management
California
$1.35M – – –
5L
90
55I LLC
Massachusetts
$1.34M +$1.27M +22,790 New
TAIM
91
TD Ameritrade Investment Management
Nebraska
$1.32M +$27.5K +494 +2%
GI
92
Gradient Investments
Minnesota
$1.29M +$18.5K +332 +2%
HH
93
Hilltop Holdings
Texas
$1.28M +$172K +3,092 +17%
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$1.23M +$11.6K +208 +1%
AI
95
Accredited Investors
Minnesota
$1.21M +$89.9K +1,618 +9%
BC
96
Brio Consultants
California
$1.13M +$80.7K +1,452 +8%
AIA
97
Arbor Investment Advisors
North Carolina
$1.1M +$165K +2,960 +19%
WR
98
Watson Rebecca
$1.1M +$94.1K +1,692 +10%
PAS
99
Park Avenue Securities
New York
$1.07M +$1.01M +18,224 New
BAAM
100
Baker Avenue Asset Management
California
$1.05M +$324K +5,836 +49%