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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$4.38M -$468K -4,466 -10%
A
77
Allianz
Germany
$4.29M -$47.3K -451 -1%
UB
78
Umpqua Bank
Oregon
$4.27M +$2.1K +20 +0.1%
LWP
79
Laurel Wealth Planning
Minnesota
$4.22M -$90K -858 -2%
WANY
80
Wealthspire Advisors (New York)
New York
$4.16M -$119K -1,134 -3%
AI
81
Accredited Investors
Minnesota
$4.12M -$127K -1,216 -3%
EAM
82
Erste Asset Management
Austria
$4.11M +$3.96M +37,755 New
CWM
83
Cranbrook Wealth Management
Michigan
$4.07M -$22.3K -213 -0.6%
DJSG
84
D.J. St. Germain
Massachusetts
$4.05M -$36.3K -346 -0.9%
NCM
85
Neumann Capital Management
California
$4.01M +$142K +1,350 +4%
BCI
86
Brinker Capital Investments
Pennsylvania
$3.81M -$557K -5,313 -13%
OPS
87
Orion Portfolio Solutions
Nebraska
$3.81M -$557K -5,313 -13%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$3.8M +$65.9K +629 +2%
RJA
89
Raymond James & Associates
Florida
$3.71M +$156K +1,488 +5%
CCA
90
Childress Capital Advisors
Texas
$3.69M +$508K +4,850 +17%
B
91
Bailard
California
$3.66M -$3.67K -35 -0.1%
HGWM
92
Horst & Graben Wealth Management
Oregon
$3.6M -$298K -2,839 -8%
Franklin Resources
93
Franklin Resources
California
$3.52M
BP
94
BBR Partners
New York
$3.52M -$268K -2,556 -7%
EH
95
Equitable Holdings
New York
$3.42M -$416K -3,967 -11%
SA
96
Sanctuary Advisors
Indiana
$3.42M -$628K -5,993 -17%
SCA
97
Snowden Capital Advisors
New York
$3.34M -$134K -1,281 -4%
P
98
Pitcairn
Pennsylvania
$3.3M -$8.6K -82 -0.3%
Lido Advisors
99
Lido Advisors
California
$3.29M -$119K -1,131 -4%
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
$3.27M +$1.7M +16,198 +117%