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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
76
Arlington Financial Advisors
California
$1.77M +$1.33M +21,038 +315%
BSB
77
Bangor Savings Bank
Maine
$1.76M -$18.6K -294 -1%
AAS
78
Avantax Advisory Services
Texas
$1.75M +$721K +11,418 +72%
PWLP
79
Prio Wealth Limited Partnership
Massachusetts
$1.74M -$87.8K -1,390 -5%
BDF
80
Balasa Dinverno & Foltz
$1.73M +$126 +2 +0%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$1.72M +$84.6K +1,340 +5%
5L
82
55I LLC
Massachusetts
$1.67M +$210K +3,328 +15%
WAM
83
Wealthspire Advisors (Maryland)
Maryland
$1.6M -$155K -2,450 -9%
P
84
Pitcairn
Pennsylvania
$1.55M
PWP
85
Personal Wealth Partners
Minnesota
$1.53M
AI
86
Accredited Investors
Minnesota
$1.51M +$202K +3,202 +16%
GI
87
Gradient Investments
Minnesota
$1.51M +$111K +1,764 +8%
PA
88
PFG Advisors
Arizona
$1.49M +$1.45M +22,894 New
LNC
89
Lincoln National Corp
Pennsylvania
$1.47M -$976K -15,460 -40%
MM
90
Main Management
California
$1.47M
TAIM
91
TD Ameritrade Investment Management
Nebraska
$1.46M +$29.9K +474 +2%
BBNA
92
Bremer Bank National Association
Minnesota
$1.45M -$22.5K -356 -2%
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$1.44M +$105K +1,670 +8%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$1.42M +$109K +1,732 +36%
HH
95
Hilltop Holdings
Texas
$1.4M +$10.2K +162 +0.7%
WP
96
WealthSource Partners
California
$1.37M +$390K +6,180 +40%
BC
97
Brio Consultants
California
$1.31M +$85.8K +1,358 +7%
WR
98
Watson Rebecca
$1.24M +$42.7K +676 +4%
BFG
99
Baron Financial Group
New Jersey
$1.14M +$1.12M +17,790 New
AIA
100
Arbor Investment Advisors
North Carolina
$1.13M -$67.6K -1,070 -6%