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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
76
Gradient Investments
Minnesota
$4.87M -$816K -7,667 -15%
UB
77
Umpqua Bank
Oregon
$4.46M -$456K -4,280 -10%
MP
78
Moment Partners
California
$4.44M +$410K +3,847 +11%
CWM
79
Cranbrook Wealth Management
Michigan
$4.28M +$63.1K +593 +2%
GS
80
GTS Securities
Florida
$4.24M +$2.53M +23,737 +186%
LWP
81
Laurel Wealth Planning
Minnesota
$4.23M -$83K -779 -2%
NCM
82
Neumann Capital Management
California
$4.2M +$5.33K +50 +0.1%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$4.12M +$505K +4,743 +15%
UCFA
84
United Capital Financial Advisors
Texas
$4.1M -$206K -1,931 -5%
DE
85
Diversified Enterprises
Delaware
$3.99M +$613K +5,753 +20%
IWC
86
Integrated Wealth Concepts
Massachusetts
$3.93M +$282K +2,646 +8%
MFA
87
McClarren Financial Advisors
Pennsylvania
$3.92M +$1.3M +12,204 +57%
CCA
88
Childress Capital Advisors
Texas
$3.77M
P
89
&Partners
Tennessee
$3.67M +$273K +2,565 +9%
B
90
Bailard
California
$3.56M -$383K -3,596 -10%
HGWM
91
Horst & Graben Wealth Management
Oregon
$3.46M -$159K -1,496 -5%
Lido Advisors
92
Lido Advisors
California
$3.37M
EH
93
Equitable Holdings
New York
$3.34M -$245K -2,299 -7%
IFWM
94
Institute for Wealth Management
Colorado
$3.33M -$62.8K -590 -2%
SA
95
Sanctuary Advisors
Indiana
$3.25M -$151K -1,421 -5%
NA
96
NewEdge Advisors
Louisiana
$3.24M -$65.5K -615 -2%
AI
97
Accredited Investors
Minnesota
$3.23M -$678K -6,364 -19%
SPIA
98
Steward Partners Investment Advisory
New York
$3.17M +$83.9K +788 +3%
JMFC
99
J.M. Forbes & Co
Massachusetts
$3.13M +$142K +1,333 +5%
Citadel Advisors
100
Citadel Advisors
Florida
$3.1M +$1.13M +10,632 +66%