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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
101
Kestra Advisory Services
Texas
$1.81M +$810K +9,476 +77%
BC
102
Brio Consultants
California
$1.77M +$12K +140 +0.7%
FSA
103
Financial Services Advisory
Maryland
$1.75M +$216K +2,523 +14%
BFG
104
Baron Financial Group
New Jersey
$1.75M -$9.4K -110 -0.5%
KeyBank National Association
105
KeyBank National Association
Ohio
$1.7M -$283K -3,310 -14%
SFG
106
Sage Financial Group
Pennsylvania
$1.7M -$24.2K -283 -1%
CCA
107
Childress Capital Advisors
Texas
$1.69M +$3.16K +37 +0.2%
CWP
108
Concord Wealth Partners
Virginia
$1.67M -$168K -1,959 -9%
IFWM
109
Institute for Wealth Management
Colorado
$1.67M +$147K +1,718 +9%
BAAM
110
Baker Avenue Asset Management
California
$1.64M +$63.4K +742 +4%
TRCT
111
Tower Research Capital (TRC)
New York
$1.63M +$1.05M +12,323 +169%
RJT
112
Raymond James Trust
Florida
$1.58M +$409K +4,779 +34%
AIA
113
Arbor Investment Advisors
North Carolina
$1.56M -$9.66K -113 -0.6%
WT
114
Whittier Trust
California
$1.52M -$34.2K -400 -2%
1WM
115
1900 Wealth Management
Texas
$1.51M
5L
116
55I LLC
Massachusetts
$1.5M -$1.63M -19,011 -51%
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$1.49M -$675K -7,900 -31%
PPW
118
Parcion Private Wealth
Washington
$1.48M +$29.4K +344 +2%
TAIM
119
TD Ameritrade Investment Management
Nebraska
$1.46M -$872K -10,197 -47%
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$1.46M -$230K -2,686 -13%
MIAN
121
Mariner Independent Advisor Network
Kansas
$1.45M -$2.71M -31,682 -65%
AFS
122
Annapolis Financial Services
Maryland
$1.44M
WLIM
123
White Lighthouse Investment Management
Massachusetts
$1.44M +$71.3K +834 +5%
AWS
124
AJ Wealth Strategies
New York
$1.4M
COCM
125
Charter Oak Capital Management
New Hampshire
$1.38M -$24.4K -285 -2%