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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
76
Gibson Capital
Pennsylvania
$4.12M -$95.6K -1,000 -2%
LWP
77
Laurel Wealth Planning
Minnesota
$4.11M -$49.6K -519 -1%
FAFN
78
First Affirmative Financial Network
Colorado
$4.1M -$783K -8,183 -17%
UB
79
Umpqua Bank
Oregon
$4.07M +$3.86M +40,336 New
Stifel Financial
80
Stifel Financial
Missouri
$4.05M -$965K -10,085 -20%
OCM
81
One Capital Management
California
$3.96M +$66K +690 +2%
AI
82
Accredited Investors
Minnesota
$3.87M -$271K -2,837 -7%
WANY
83
Wealthspire Advisors (New York)
New York
$3.8M -$174K -1,820 -5%
CWM
84
Cranbrook Wealth Management
Michigan
$3.8M -$15.1K -158 -0.4%
AssetMark Inc
85
AssetMark Inc
California
$3.76M +$132K +1,376 +4%
HGWM
86
Horst & Graben Wealth Management
Oregon
$3.62M +$245K +2,561 +8%
EH
87
Equitable Holdings
New York
$3.57M -$152K -1,586 -4%
A
88
Allianz
Germany
$3.54M +$3.36M +35,159 New
Northern Trust
89
Northern Trust
Illinois
$3.53M -$318K -3,323 -9%
NCM
90
Neumann Capital Management
California
$3.53M +$169K +1,765 +5%
B
91
Bailard
California
$3.42M -$44.6K -466 -1%
DJSG
92
D.J. St. Germain
Massachusetts
$3.41M +$88.4K +924 +3%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$3.38M +$83.3K +871 +3%
RJA
94
Raymond James & Associates
Florida
$3.31M -$397K -4,148 -11%
PWM
95
Perigon Wealth Management
California
$3.27M +$1.66M +17,333 +115%
SCA
96
Snowden Capital Advisors
New York
$3.26M +$12.3K +129 +0.4%
CA
97
Cetera Advisors
Colorado
$3.25M +$1.35M +14,069 +77%
CCA
98
Childress Capital Advisors
Texas
$3.25M +$248K +2,591 +9%
Franklin Resources
99
Franklin Resources
California
$3.21M
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$3.17M -$172K -1,799 -5%