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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Cornerstone Wealth Management
Missouri
$2.23M +$134K +1,565 +6%
WWM
102
Western Wealth Management
Colorado
$2.2M +$455K +5,306 +26%
MM
103
Main Management
California
$2.14M -$73.2K -853 -3%
WANY
104
Wealthspire Advisors (New York)
New York
$2.14M +$96.2K +1,122 +5%
BBNA
105
Bremer Bank National Association
Minnesota
$2.13M +$159K +1,849 +8%
RC
106
RegentAtlantic Capital
New Jersey
$2.13M -$272K -3,166 -11%
LNC
107
Lincoln National Corp
Pennsylvania
$2.11M -$237K -2,764 -10%
SCA
108
Snowden Capital Advisors
New York
$2.1M +$134K +1,567 +7%
PWP
109
Personal Wealth Partners
Minnesota
$2.09M +$15.4K +179 +0.7%
AF
110
Allworth Financial
California
$2.08M -$350K -4,076 -15%
MIAN
111
Mariner Independent Advisor Network
Kansas
$2.04M +$182K +2,126 +10%
NCM
112
Neumann Capital Management
California
$2.02M +$130K +1,520 +7%
IFWM
113
Institute for Wealth Management
Colorado
$1.99M +$31K +362 +2%
CAN
114
Cetera Advisor Networks
California
$1.97M +$106K +1,238 +6%
KAS
115
Kestra Advisory Services
Texas
$1.96M +$411K +4,787 +27%
SWPG
116
Strategic Wealth Partners Group
Illinois
$1.93M +$735K +8,571 +62%
MLA
117
My Legacy Advisors
Oregon
$1.92M +$1.9M +22,114 New
BDF
118
Balasa Dinverno & Foltz
$1.91M +$3.09K +36 +0.2%
DWT
119
Dorsey & Whitney Trust
South Dakota
$1.91M -$19.8K -231 -1%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$1.88M -$1M -11,680 -35%
NA
121
NewEdge Advisors
Louisiana
$1.88M -$838K -9,773 -31%
BFG
122
Baron Financial Group
New Jersey
$1.88M +$58.7K +685 +3%
CAMV
123
Concord Asset Management (Virginia)
Virginia
$1.86M +$316K +3,689 +21%
RJT
124
Raymond James Trust
Florida
$1.84M +$204K +2,380 +13%
SFG
125
Sage Financial Group
Pennsylvania
$1.79M +$9.86K +115 +0.6%