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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
76
WNY Asset Management
New York
$2.58M +$2.65M +30,985 New
SBL
77
Sargent Bickham Lagudis
Colorado
$2.56M +$28.6K +334 +1%
MFA
78
McClarren Financial Advisors
Pennsylvania
$2.54M +$42.1K +492 +2%
WANY
79
Wealthspire Advisors (New York)
New York
$2.54M +$509K +5,952 +24%
SFP
80
Shepherd Financial Partners
Massachusetts
$2.44M +$138K +1,611 +6%
BSB
81
Bangor Savings Bank
Maine
$2.4M +$29.8K +349 +1%
SCM
82
Seascape Capital Management
New Hampshire
$2.38M
RC
83
RegentAtlantic Capital
New Jersey
$2.33M -$38.3K -448 -2%
LJAC
84
L.J. Altfest & Co
New York
$2.24M +$195K +2,282 +9%
LNC
85
Lincoln National Corp
Pennsylvania
$2.23M +$72.1K +843 +3%
Stifel Financial
86
Stifel Financial
Missouri
$2.21M +$498K +5,824 +28%
PWLP
87
Prio Wealth Limited Partnership
Massachusetts
$2.2M -$19.2K -225 -0.8%
HH
88
Hilltop Holdings
Texas
$2.19M +$29.9K +350 +1%
BMO
89
Beck Mack & Oliver
New York
$2.11M +$2.17M +25,338 New
PAS
90
Park Avenue Securities
New York
$2.07M -$2.37M -27,689 -53%
DWT
91
Dorsey & Whitney Trust
South Dakota
$2.06M +$73.5K +860 +4%
MM
92
Main Management
California
$2.04M +$136K +1,588 +7%
BTW
93
Boston Trust Walden
Massachusetts
$2M
PWP
94
Personal Wealth Partners
Minnesota
$1.99M
P
95
Pitcairn
Pennsylvania
$1.96M -$81.9K -958 -4%
SCA
96
Snowden Capital Advisors
New York
$1.91M -$127K -1,491 -6%
NCM
97
Neumann Capital Management
California
$1.86M +$264K +3,090 +16%
CWM
98
Cornerstone Wealth Management
Missouri
$1.86M +$96.6K +1,130 +5%
BBNA
99
Bremer Bank National Association
Minnesota
$1.85M -$4.19K -49 -0.2%
BDF
100
Balasa Dinverno & Foltz
$1.84M -$34.1K -399 -2%