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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$2.13M +$852K +10,938 +58%
EAM
102
Erste Asset Management
Austria
$2.09M +$78.8K +1,012 +4%
MFA
103
McClarren Financial Advisors
Pennsylvania
$2.09M -$128K -1,649 -5%
P
104
Pitcairn
Pennsylvania
$2.08M +$113K +1,454 +5%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$2.07M +$787K +10,108 +54%
KeyBank National Association
106
KeyBank National Association
Ohio
$2.07M +$37.3K +479 +2%
LJAC
107
L.J. Altfest & Co
New York
$2.02M +$57.3K +735 +3%
WAM
108
WNY Asset Management
New York
$2.02M -$221K -2,838 -9%
CAN
109
Cetera Advisor Networks
California
$1.94M +$326K +4,184 +18%
NCM
110
Neumann Capital Management
California
$1.92M +$260K +3,340 +14%
PWLP
111
Prio Wealth Limited Partnership
Massachusetts
$1.91M – – –
SWPG
112
Strategic Wealth Partners Group
Illinois
$1.89M +$310K +3,979 +18%
CWM
113
Cornerstone Wealth Management
Missouri
$1.85M +$2.65K +34 +0.1%
HH
114
Hilltop Holdings
Texas
$1.85M -$6.23K -80 -0.3%
BBNA
115
Bremer Bank National Association
Minnesota
$1.82M +$51K +655 +3%
UCIG
116
Ulrich Consultants & Investment Group
New Mexico
$1.78M +$1.93M +24,810 New
MM
117
Main Management
California
$1.78M – – –
MIAN
118
Mariner Independent Advisor Network
Kansas
$1.77M +$24.8K +318 +1%
RC
119
RegentAtlantic Capital
New Jersey
$1.77M -$623 -8 -0%
TRCT
120
Tower Research Capital (TRC)
New York
$1.75M +$639K +8,207 +51%
BFG
121
Baron Financial Group
New Jersey
$1.73M +$193K +2,480 +11%
CI
122
CX Institutional
Indiana
$1.73M +$1.88M +24,113 New
SCA
123
Snowden Capital Advisors
New York
$1.72M -$23K -295 -1%
IFWM
124
Institute for Wealth Management
Colorado
$1.66M +$4.99K +64 +0.3%
AAS
125
Avantax Advisory Services
Texas
$1.65M +$554K +7,108 +45%