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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
76
Orion Portfolio Solutions
Nebraska
$4.19M -$332K -3,314 -8%
Stifel Financial
77
Stifel Financial
Missouri
$4.19M +$13K +130 +0.3%
OCM
78
One Capital Management
California
$4.16M +$71.9K +719 +2%
PWM
79
Perigon Wealth Management
California
$4.14M +$749K +7,482 +23%
A
80
Allianz
Germany
$4.14M +$472K +4,719 +13%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$4.13M +$1.12M +11,170 +39%
LWP
82
Laurel Wealth Planning
Minnesota
$4.11M -$113K -1,126 -3%
WANY
83
Wealthspire Advisors (New York)
New York
$4.09M +$163K +1,626 +4%
AssetMark Inc
84
AssetMark Inc
California
$4.08M +$202K +2,014 +5%
UB
85
Umpqua Bank
Oregon
$4.08M -$109K -1,090 -3%
AI
86
Accredited Investors
Minnesota
$4.06M +$65.1K +651 +2%
CWM
87
Cranbrook Wealth Management
Michigan
$3.91M
DJSG
88
D.J. St. Germain
Massachusetts
$3.9M +$379K +3,786 +11%
HGWM
89
Horst & Graben Wealth Management
Oregon
$3.73M +$1.8K +18 +0.1%
NCM
90
Neumann Capital Management
California
$3.69M +$53K +530 +2%
EH
91
Equitable Holdings
New York
$3.68M +$3.1K +31 +0.1%
BP
92
BBR Partners
New York
$3.62M +$924K +9,235 +36%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$3.56M +$81.5K +815 +2%
SA
94
Sanctuary Advisors
Indiana
$3.53M +$3.61M +36,109 New
MFA
95
McClarren Financial Advisors
Pennsylvania
$3.5M -$3.07M -30,724 -98%
B
96
Bailard
California
$3.5M -$29.5K -295 -0.9%
RJA
97
Raymond James & Associates
Florida
$3.39M -$22.4K -224 -0.7%
SCA
98
Snowden Capital Advisors
New York
$3.32M -$39.7K -397 -1%
Franklin Resources
99
Franklin Resources
California
$3.31M
Lido Advisors
100
Lido Advisors
California
$3.26M +$173K +1,729 +6%