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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$616K -$179K -3,538 -23%
HA
102
Harfst & Associates
Wyoming
$588K
RJT
103
Raymond James Trust
Florida
$588K +$44.1K +870 +8%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$585K +$204K +4,016 +57%
BAM
105
Barrett Asset Management
New York
$577K
FI
106
Financial Insights
Washington
$575K +$95K +1,874 +22%
CBU
107
CIBC Bank USA
Illinois
$573K
CPIG
108
Chicago Partners Investment Group
Illinois
$572K +$1.22K +24 +0.2%
ZCI
109
Zevenbergen Capital Investments
Washington
$557K +$235K +4,640 +78%
BMM
110
Buffington Mohr McNeal
Idaho
$536K +$33K +650 +7%
WWM
111
Western Wealth Management
Colorado
$533K +$15.4K +304 +3%
MWM
112
Merriman Wealth Management
Washington
$530K
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$524K +$53.9K +1,062 +26%
PWLP
114
Prio Wealth Limited Partnership
Massachusetts
$511K +$492K +9,700 New
CAN
115
Cetera Advisor Networks
California
$501K +$15.2K +300 +3%
FAIM
116
Financial Advocates Investment Management
Washington
$498K +$56.6K +1,116 +13%
MFBTD
117
MB Financial Bank - Trust Department
Illinois
$495K +$171K +3,380 +56%
ASN
118
Advisory Services Network
Georgia
$488K +$125K +2,462 +36%
WAM
119
Wealthspire Advisors (Maryland)
Maryland
$471K +$1.93K +38 +0.4%
HWM
120
Highwater Wealth Management
Colorado
$466K +$5.98K +118 +1%
RWP
121
RWA Wealth Partners
Massachusetts
$464K +$446K +8,798 New
Citigroup
122
Citigroup
New York
$459K +$5.07K +100 +1%
AIM
123
Acropolis Investment Management
Missouri
$440K -$10.1K -200 -2%
PO
124
Private Ocean
California
$440K +$125K +2,466 +42%
CC
125
Callan Capital
California
$437K