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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
101
KeyBank National Association
Ohio
$1.99M +$68.5K +912 +3%
LJAC
102
L.J. Altfest & Co
New York
$1.99M +$113K +1,499 +5%
P
103
Pitcairn
Pennsylvania
$1.97M +$44.2K +589 +2%
Jane Street
104
Jane Street
New York
$1.9M +$2.13M +28,407 New
SWPG
105
Strategic Wealth Partners Group
Illinois
$1.9M +$151K +2,010 +8%
HH
106
Hilltop Holdings
Texas
$1.86M +$157K +2,095 +8%
EAM
107
Erste Asset Management
Austria
$1.85M -$90.6K -1,207 -4%
SCA
108
Snowden Capital Advisors
New York
$1.77M +$186K +2,476 +10%
PWLP
109
Prio Wealth Limited Partnership
Massachusetts
$1.77M -$9.01K -120 -0.5%
AAS
110
Avantax Advisory Services
Texas
$1.73M +$226K +3,005 +13%
BBNA
111
Bremer Bank National Association
Minnesota
$1.69M -$375 -5 -0%
CWM
112
Cornerstone Wealth Management
Missouri
$1.67M -$68.1K -907 -4%
UCIG
113
Ulrich Consultants & Investment Group
New Mexico
$1.66M – – –
MM
114
Main Management
California
$1.65M – – –
RC
115
RegentAtlantic Capital
New Jersey
$1.65M +$450 +6 +0%
CAMV
116
Concord Asset Management (Virginia)
Virginia
$1.64M +$126K +1,683 +7%
BFG
117
Baron Financial Group
New Jersey
$1.63M +$19.9K +265 +1%
NCM
118
Neumann Capital Management
California
$1.63M -$173K -2,300 -9%
IFWM
119
Institute for Wealth Management
Colorado
$1.61M +$82.6K +1,101 +5%
CI
120
CX Institutional
Indiana
$1.6M -$12.8K -170 -0.7%
WAM
121
WNY Asset Management
New York
$1.53M -$376K -5,006 -18%
MIAN
122
Mariner Independent Advisor Network
Kansas
$1.52M -$89.2K -1,188 -5%
BSW
123
Buckingham Strategic Wealth
Missouri
$1.5M +$5.1K +68 +0.3%
AF
124
Allworth Financial
California
$1.49M – – –
NW
125
NewEdge Wealth
Pennsylvania
$1.49M -$607K -8,084 -27%