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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
76
Litman Gregory Wealth Management
California
$4.44M -$57.2K -512 -1%
TRCT
77
Tower Research Capital (TRC)
New York
$4.42M +$4.44M +39,728 +10,319%
OCM
78
One Capital Management
California
$4.41M -$34.2K -306 -0.8%
UCFA
79
United Capital Financial Advisors
Texas
$4.39M -$434K -3,882 -9%
LWP
80
Laurel Wealth Planning
Minnesota
$4.19M -$81.4K -729 -2%
A
81
Allianz
Germany
$4.16M -$189K -1,692 -4%
CWM
82
Cranbrook Wealth Management
Michigan
$4.07M -$56K -501 -1%
BCI
83
Brinker Capital Investments
Pennsylvania
$4.05M +$194K +1,732 +5%
OPS
84
Orion Portfolio Solutions
Nebraska
$4.05M +$194K +1,732 +5%
WANY
85
Wealthspire Advisors (New York)
New York
$4.02M -$195K -1,742 -5%
AI
86
Accredited Investors
Minnesota
$3.97M -$209K -1,870 -5%
NCM
87
Neumann Capital Management
California
$3.96M -$106K -950 -3%
MP
88
Moment Partners
California
$3.88M +$3.93M +35,192 New
B
89
Bailard
California
$3.8M +$89.8K +804 +2%
CCA
90
Childress Capital Advisors
Texas
$3.74M
FHA
91
First Horizon Advisors
Tennessee
$3.73M -$825K -7,388 -18%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$3.68M -$175K -1,566 -4%
HGWM
93
Horst & Graben Wealth Management
Oregon
$3.67M +$19.8K +177 +0.5%
BP
94
BBR Partners
New York
$3.57M +$2.79K +25 +0.1%
BlackRock
95
BlackRock
New York
$3.53M +$1.52M +13,592 +74%
Franklin Resources
96
Franklin Resources
California
$3.52M
IWC
97
Integrated Wealth Concepts
Massachusetts
$3.5M -$1.56M -13,956 -31%
Lido Advisors
98
Lido Advisors
California
$3.31M -$18.2K -163 -0.5%
P
99
Pitcairn
Pennsylvania
$3.31M -$33.5K -300 -1%
IFWM
100
Institute for Wealth Management
Colorado
$3.31M +$201K +1,795 +6%