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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
101
Sage Financial Group
Pennsylvania
$1.48M +$1.4M +20,633 New
AIA
102
Arbor Investment Advisors
North Carolina
$1.43M +$156K +2,302 +13%
EH
103
Equitable Holdings
New York
$1.38M +$322K +4,757 +33%
CWP
104
Concord Wealth Partners
Virginia
$1.38M +$1.31M +19,282 New
BC
105
Brio Consultants
California
$1.36M -$93.6K -1,382 -7%
MMA
106
Miracle Mile Advisors
California
$1.36M +$393K +5,800 +44%
BFG
107
Baron Financial Group
New Jersey
$1.32M +$48.8K +720 +4%
1WM
108
1900 Wealth Management
Texas
$1.32M +$1.25M +18,407 New
BAAM
109
Baker Avenue Asset Management
California
$1.31M +$141K +2,084 +13%
LJAC
110
L.J. Altfest & Co
New York
$1.3M +$135K +1,988 +12%
WMP
111
Wealth Management Partners
Arizona
$1.27M +$1.17M +17,290 New
WT
112
Whittier Trust
California
$1.24M +$10.2K +150 +0.9%
Stifel Financial
113
Stifel Financial
Missouri
$1.24M +$153K +2,261 +15%
AFS
114
Annapolis Financial Services
Maryland
$1.24M +$1.17M +17,286 New
IFWM
115
Institute for Wealth Management
Colorado
$1.22M +$320K +4,724 +38%
AF
116
AtlasMark Financial
Texas
$1.22M
AWS
117
AJ Wealth Strategies
New York
$1.2M
CWM
118
Cornerstone Wealth Management
Missouri
$1.13M +$7.79K +115 +0.7%
IRC
119
Investors Research Corp
Georgia
$1.13M -$7.32K -108 -0.7%
BSW
120
Buckingham Strategic Wealth
Missouri
$1.12M -$127K -1,877 -11%
PPW
121
Parcion Private Wealth
Washington
$1.1M
BP
122
BBR Partners
New York
$1.09M -$40.8K -602 -4%
HGWM
123
Horst & Graben Wealth Management
Oregon
$1.05M +$91.4K +1,349 +10%
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$1.04M +$392K +5,779 +66%
RJT
125
Raymond James Trust
Florida
$1.02M +$32.1K +474 +3%