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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UB
76
Umpqua Bank
Oregon
$4.6M -$197K -1,630 -4%
NCM
77
Neumann Capital Management
California
$4.59M +$38.7K +320 +0.9%
CWM
78
Cranbrook Wealth Management
Michigan
$4.54M -$93K -769 -2%
IWC
79
Integrated Wealth Concepts
Massachusetts
$4.45M +$187K +1,543 +5%
DE
80
Diversified Enterprises
Delaware
$4.43M +$102K +847 +2%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$4.41M -$51.8K -428 -1%
LWP
82
Laurel Wealth Planning
Minnesota
$4.36M -$219K -1,815 -5%
UCFA
83
United Capital Financial Advisors
Texas
$4.35M -$91.9K -760 -2%
P
84
&Partners
Tennessee
$4.32M +$321K +2,655 +8%
MFA
85
McClarren Financial Advisors
Pennsylvania
$4.26M -$1.48M -12,277 -36%
CCA
86
Childress Capital Advisors
Texas
$4.08M
Wealthfront Advisers
87
Wealthfront Advisers
California
$4.01M +$1.38M +11,394 +56%
B
88
Bailard
California
$3.87M +$7.98K +66 +0.2%
EH
89
Equitable Holdings
New York
$3.87M +$233K +1,925 +7%
HGWM
90
Horst & Graben Wealth Management
Oregon
$3.76M +$8.95K +74 +0.2%
KAS
91
Kestra Advisory Services
Texas
$3.63M +$446K +3,690 +15%
SA
92
Sanctuary Advisors
Indiana
$3.62M +$84.9K +702 +3%
Lido Advisors
93
Lido Advisors
California
$3.62M -$34.3K -284 -1%
BCI
94
Brinker Capital Investments
Pennsylvania
$3.59M +$364K +3,013 +12%
IFWM
95
Institute for Wealth Management
Colorado
$3.58M -$23.1K -191 -0.7%
JMFC
96
J.M. Forbes & Co
Massachusetts
$3.54M +$142K +1,177 +4%
SW
97
SoFi Wealth
California
$3.48M +$935K +7,730 +39%
SPIA
98
Steward Partners Investment Advisory
New York
$3.38M -$54.4K -450 -2%
PCM
99
Pennsylvania Capital Management
Pennsylvania
$3.32M +$13.3K +110 +0.4%
AI
100
Accredited Investors
Minnesota
$3.31M -$191K -1,580 -6%