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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$2.22M +$360K +5,011 +19%
MFA
102
McClarren Financial Advisors
Pennsylvania
$2.21M +$8.98K +125 +0.4%
WCM
103
Wealthcare Capital Management
Virginia
$2.2M +$53.7K +747 +3%
BCM
104
Brookstone Capital Management
Illinois
$2.16M -$29.9K -416 -1%
LJAC
105
L.J. Altfest & Co
New York
$2.16M +$28.7K +400 +1%
WP
106
WealthSource Partners
California
$2.16M -$10.6K -147 -0.5%
SCA
107
Snowden Capital Advisors
New York
$2.14M +$246K +3,429 +13%
BSB
108
Bangor Savings Bank
Maine
$2.14M -$4.96K -69 -0.2%
NCM
109
Neumann Capital Management
California
$2.09M +$344K +4,790 +20%
CCA
110
Childress Capital Advisors
Texas
$2.07M +$615K +8,550 +42%
KeyBank National Association
111
KeyBank National Association
Ohio
$2.05M -$77.4K -1,077 -4%
P
112
Pitcairn
Pennsylvania
$2.01M -$109K -1,516 -5%
HH
113
Hilltop Holdings
Texas
$1.99M -$6.9K -96 -0.3%
DL
114
DOHJ LLC
Washington
$1.94M +$1.95M +27,071 New
PAG
115
Private Advisor Group
New Jersey
$1.92M +$1.52M +21,160 +17%
PWLP
116
Prio Wealth Limited Partnership
Massachusetts
$1.89M – – –
BBNA
117
Bremer Bank National Association
Minnesota
$1.81M -$8.05K -112 -0.4%
UCIG
118
Ulrich Consultants & Investment Group
New Mexico
$1.78M – – –
CAMV
119
Concord Asset Management (Virginia)
Virginia
$1.77M +$11.6K +162 +0.7%
MM
120
Main Management
California
$1.77M – – –
BFG
121
Baron Financial Group
New Jersey
$1.71M -$46.4K -645 -3%
IWC
122
Integrated Wealth Concepts
Massachusetts
$1.7M +$389K +5,412 +30%
CI
123
CX Institutional
Indiana
$1.68M -$42.4K -590 -2%
AF
124
Allworth Financial
California
$1.6M – – –
IFWM
125
Institute for Wealth Management
Colorado
$1.58M -$148K -2,065 -9%