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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
76
Bailard
California
$3.15M -$16.9K -187 -0.5%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$3.1M +$3.01M +33,392 New
TA
78
Trellis Advisors
Washington
$3.1M -$42.8K -475 -1%
Stifel Financial
79
Stifel Financial
Missouri
$3.05M +$568K +6,301 +24%
HL
80
HeadInvest LLC
Maine
$2.97M +$33.7K +374 +1%
NA
81
NewEdge Advisors
Louisiana
$2.92M +$2.83M +31,439 New
WAM
82
WNY Asset Management
New York
$2.86M -$7.12K -79 -0.3%
SFP
83
Shepherd Financial Partners
Massachusetts
$2.86M +$129K +1,433 +5%
FEM
84
Fulcrum Equity Management
Texas
$2.86M +$2.77M +30,733 New
WCM
85
Wealthcare Capital Management
Virginia
$2.85M -$115K -1,275 -4%
MFA
86
McClarren Financial Advisors
Pennsylvania
$2.85M +$3.88K +43 +0.1%
LJAC
87
L.J. Altfest & Co
New York
$2.83M +$325K +3,601 +13%
SBL
88
Sargent Bickham Lagudis
Colorado
$2.82M -$32.4K -359 -1%
SW
89
SVB Wealth
Massachusetts
$2.8M -$3.63M -40,293 -57%
BCM
90
BlueCrest Capital Management
Jersey
$2.79M +$2.31M +25,615 +588%
CWP
91
Concord Wealth Partners
Virginia
$2.73M +$842K +9,342 +47%
BSB
92
Bangor Savings Bank
Maine
$2.68M -$1.26K -14 -0%
AF
93
Allworth Financial
California
$2.61M -$1.32M -14,628 -34%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$2.6M +$946K +10,492 +60%
Franklin Resources
95
Franklin Resources
California
$2.58M +$2.51M +27,805 New
5L
96
55I LLC
Massachusetts
$2.58M +$879K +9,752 +54%
RC
97
RegentAtlantic Capital
New Jersey
$2.58M -$22.1K -245 -0.9%
EAM
98
Erste Asset Management
Austria
$2.57M -$1.96M -21,758 -44%
LNC
99
Lincoln National Corp
Pennsylvania
$2.52M +$26.1K +290 +1%
AI
100
Atria Investments
North Carolina
$2.5M +$2.43M +26,956 New