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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GS
76
GTS Securities
Florida
$4.64M +$3.92M +30,647 +402%
IWC
77
Integrated Wealth Concepts
Massachusetts
$4.58M +$2.81M +21,952 +139%
MP
78
Moment Partners
California
$4.47M -$18.7K -146 -0.4%
OWA
79
One Wealth Advisors
California
$4.46M -$423K -3,312 -8%
EAM
80
Erste Asset Management
Austria
$4.44M -$1.42M -11,140 -23%
DE
81
Diversified Enterprises
Delaware
$4.3M +$79.8K +624 +2%
UB
82
Umpqua Bank
Oregon
$4.29M +$76.7K +600 +2%
NCM
83
Neumann Capital Management
California
$4.29M -$98.4K -770 -2%
CWM
84
Cranbrook Wealth Management
Michigan
$4.26M +$13.6K +106 +0.3%
LWP
85
Laurel Wealth Planning
Minnesota
$4.13M -$41.3K -323 -0.9%
FAFN
86
First Affirmative Financial Network
Colorado
$4.12M +$4.34M +33,981 New
UCFA
87
United Capital Financial Advisors
Texas
$4.1M -$256K -2,000 -6%
P
88
&Partners
Tennessee
$4.05M -$68K -532 -2%
MFA
89
McClarren Financial Advisors
Pennsylvania
$4.04M +$2.62M +20,526 +160%
IAA
90
Independent Advisor Alliance
North Carolina
$4.04M +$4.26M +33,306 New
CCA
91
Childress Capital Advisors
Texas
$3.93M
B
92
Bailard
California
$3.86M +$116K +909 +3%
Wealthfront Advisers
93
Wealthfront Advisers
California
$3.82M +$645K +5,046 +19%
EH
94
Equitable Holdings
New York
$3.76M -$323K -2,529 -8%
TBF
95
True Blue Financial
Michigan
$3.7M -$256 -2 -0%
PWA
96
Pitcairn Wealth Advisors
Pennsylvania
$3.68M
HGWM
97
Horst & Graben Wealth Management
Oregon
$3.62M -$334K -2,613 -9%
BP
98
BBR Partners
New York
$3.58M -$1.66M -12,968 -31%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$3.57M -$31.2K -244 -0.8%
JMFC
100
J.M. Forbes & Co
Massachusetts
$3.55M +$148K +1,157 +4%