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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
76
One Capital Management
California
$4.38M +$25.9K +247 +0.6%
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$4.38M -$468K -4,466 -10%
A
78
Allianz
Germany
$4.29M -$47.3K -451 -1%
UB
79
Umpqua Bank
Oregon
$4.27M +$2.1K +20 +0.1%
LWP
80
Laurel Wealth Planning
Minnesota
$4.22M -$90K -858 -2%
WANY
81
Wealthspire Advisors (New York)
New York
$4.16M -$119K -1,134 -3%
AI
82
Accredited Investors
Minnesota
$4.12M -$127K -1,216 -3%
EAM
83
Erste Asset Management
Austria
$4.11M +$3.96M +37,755 New
CWM
84
Cranbrook Wealth Management
Michigan
$4.07M -$22.3K -213 -0.6%
DJSG
85
D.J. St. Germain
Massachusetts
$4.05M -$36.3K -346 -0.9%
NCM
86
Neumann Capital Management
California
$4.01M +$142K +1,350 +4%
BCI
87
Brinker Capital Investments
Pennsylvania
$3.81M -$557K -5,313 -13%
OPS
88
Orion Portfolio Solutions
Nebraska
$3.81M -$557K -5,313 -13%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$3.8M +$65.9K +629 +2%
RJA
90
Raymond James & Associates
Florida
$3.71M +$156K +1,488 +5%
CCA
91
Childress Capital Advisors
Texas
$3.69M +$508K +4,850 +17%
B
92
Bailard
California
$3.66M -$3.67K -35 -0.1%
HGWM
93
Horst & Graben Wealth Management
Oregon
$3.6M -$298K -2,839 -8%
Franklin Resources
94
Franklin Resources
California
$3.52M – – –
BP
95
BBR Partners
New York
$3.52M -$268K -2,556 -7%
EH
96
Equitable Holdings
New York
$3.42M -$416K -3,967 -11%
SA
97
Sanctuary Advisors
Indiana
$3.42M -$628K -5,993 -17%
SCA
98
Snowden Capital Advisors
New York
$3.34M -$134K -1,281 -4%
P
99
Pitcairn
Pennsylvania
$3.3M -$8.6K -82 -0.3%
Lido Advisors
100
Lido Advisors
California
$3.29M -$119K -1,131 -4%