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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$2.68M -$35.5K -456 -1%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$2.64M +$303K +3,890 +12%
GC
78
Gibson Capital
Pennsylvania
$2.54M +$20K +257 +0.7%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$2.53M +$1.26M +16,143 +85%
Prudential Financial
80
Prudential Financial
New Jersey
$2.49M +$1.81M +23,213 +210%
B
81
Bailard
California
$2.45M +$69K +886 +3%
WANY
82
Wealthspire Advisors (New York)
New York
$2.41M +$685K +8,790 +36%
TA
83
Trellis Advisors
Washington
$2.41M +$14.8K +190 +0.6%
Franklin Resources
84
Franklin Resources
California
$2.4M +$141K +1,810 +6%
FI
85
Financial Insights
Washington
$2.4M -$373K -4,794 -13%
HL
86
HeadInvest LLC
Maine
$2.39M +$11.1K +143 +0.4%
EH
87
Equitable Holdings
New York
$2.39M +$1.66M +21,351 +180%
WP
88
WealthSource Partners
California
$2.34M +$1.63M +20,916 +179%
HGWM
89
Horst & Graben Wealth Management
Oregon
$2.34M +$1.95M +25,008 +333%
BCM
90
Brookstone Capital Management
Illinois
$2.32M -$681K -8,742 -22%
AFA
91
Arlington Financial Advisors
California
$2.31M +$27.5K +353 +1%
WCM
92
Wealthcare Capital Management
Virginia
$2.28M -$103K -1,324 -4%
OCM
93
One Capital Management
California
$2.23M -$38.5M -494,404 -94%
KPWS
94
Kestra Private Wealth Services
Texas
$2.2M +$129K +1,650 +6%
NW
95
NewEdge Wealth
Pennsylvania
$2.18M -$306K -3,925 -11%
SFP
96
Shepherd Financial Partners
Massachusetts
$2.17M +$37.5K +482 +2%
SBL
97
Sargent Bickham Lagudis
Colorado
$2.17M -$13.8K -177 -0.6%
SW
98
SVB Wealth
Massachusetts
$2.16M +$7.01K +90 +0.3%
BSB
99
Bangor Savings Bank
Maine
$2.14M -$20.6K -265 -0.9%
IWC
100
Integrated Wealth Concepts
Massachusetts
$2.13M +$852K +10,938 +58%