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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
76
Sargent Bickham Lagudis
Colorado
$2.52M -$274K -3,400 -10%
MFA
77
McClarren Financial Advisors
Pennsylvania
$2.49M +$9.33K +116 +0.4%
SCM
78
Seascape Capital Management
New Hampshire
$2.37M +$2.3M +28,626 New
BSB
79
Bangor Savings Bank
Maine
$2.36M +$16.5K +205 +0.7%
RC
80
RegentAtlantic Capital
New Jersey
$2.35M -$19.1K -237 -0.8%
SFP
81
Shepherd Financial Partners
Massachusetts
$2.3M +$19.9K +247 +0.9%
PWLP
82
Prio Wealth Limited Partnership
Massachusetts
$2.21M -$200K -2,485 -9%
LNC
83
Lincoln National Corp
Pennsylvania
$2.15M +$724 +9 +0%
HH
84
Hilltop Holdings
Texas
$2.15M -$13.6K -169 -0.6%
Chevy Chase Trust
85
Chevy Chase Trust
Maryland
$2.13M -$422K -5,248 -17%
LJAC
86
L.J. Altfest & Co
New York
$2.04M +$311K +3,869 +19%
WANY
87
Wealthspire Advisors (New York)
New York
$2.04M -$50.9K -632 -3%
P
88
Pitcairn
Pennsylvania
$2.03M
SCA
89
Snowden Capital Advisors
New York
$2.03M -$392K -4,871 -17%
BTW
90
Boston Trust Walden
Massachusetts
$1.99M -$32.2K -400 -2%
PWP
91
Personal Wealth Partners
Minnesota
$1.98M
DWT
92
Dorsey & Whitney Trust
South Dakota
$1.98M -$906K -11,263 -32%
KeyBank National Association
93
KeyBank National Association
Ohio
$1.97M +$52.6K +654 +3%
MM
94
Main Management
California
$1.9M
BDF
95
Balasa Dinverno & Foltz
$1.86M +$6.04K +75 +0.3%
BBNA
96
Bremer Bank National Association
Minnesota
$1.85M -$15K -187 -0.8%
CWP
97
Concord Wealth Partners
Virginia
$1.82M +$327K +4,069 +23%
TAIM
98
TD Ameritrade Investment Management
Nebraska
$1.79M -$81.3K -1,010 -4%
CWM
99
Cornerstone Wealth Management
Missouri
$1.75M +$368K +4,574 +28%
BC
100
Brio Consultants
California
$1.75M +$55.9K +695 +3%