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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
101
BBR Partners
New York
$4.07M -$131K -954 -3%
PWA
102
Pitcairn Wealth Advisors
Pennsylvania
$4.06M -$1.78K -13 -0%
EH
103
Equitable Holdings
New York
$4.03M -$121K -885 -3%
FTWA
104
Fifth Third Wealth Advisors
Ohio
$4M +$27.4K +200 +0.7%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$3.98M -$211K -1,539 -5%
AIM
106
Archer Investment Management
Texas
$3.92M -$1.58M -11,509 -29%
SPIA
107
Steward Partners Investment Advisory
New York
$3.76M -$12.6K -92 -0.3%
SA
108
Sanctuary Advisors
Indiana
$3.72M -$52.2K -381 -1%
HGWM
109
Horst & Graben Wealth Management
Oregon
$3.69M -$115K -841 -3%
GC
110
Gibson Capital
Pennsylvania
$3.52M -$274 -2 -0%
VT
111
Vise Technologies
New York
$3.51M +$3.05M +22,222 +928%
WCM
112
Wealthcare Capital Management
Virginia
$3.5M +$54.8K +400 +2%
CP
113
Creekside Partners
California
$3.49M -$3.97K -29 -0.1%
EFM
114
Eley Financial Management
Vermont
$3.47M +$167K +1,222 +5%
WANY
115
Wealthspire Advisors (New York)
New York
$3.38M -$426K -3,112 -12%
Lido Advisors
116
Lido Advisors
California
$3.36M -$195K -1,426 -6%
BCI
117
Brinker Capital Investments
Pennsylvania
$3.36M -$193K -1,411 -6%
AI
118
Accredited Investors
Minnesota
$3.36M -$154K -1,125 -5%
SC
119
Sapient Capital
Indiana
$3.33M
QCM
120
Quantinno Capital Management
New York
$3.29M -$137 -1 -0%
SG
121
Stanich Group
New York
$3.28M -$20K -146 -0.6%
TDWM
122
Topel & Distasi Wealth Management
California
$3.23M +$137 +1 +0%
FWM
123
Fingerlakes Wealth Management
New York
$3.22M +$194K +1,413 +7%
CFG
124
Compass Financial Group
Ohio
$3.15M -$201K -1,464 -6%
ECM
125
Evergreen Capital Management
Washington
$3.14M +$685 +5 +0%