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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
101
Sargent Bickham Lagudis
Colorado
$2.23M +$72K +1,002 +3%
AAS
102
Avantax Advisory Services
Texas
$2.22M +$360K +5,011 +19%
MFA
103
McClarren Financial Advisors
Pennsylvania
$2.21M +$8.98K +125 +0.4%
WCM
104
Wealthcare Capital Management
Virginia
$2.2M +$53.7K +747 +3%
BCM
105
Brookstone Capital Management
Illinois
$2.16M -$29.9K -416 -1%
LJAC
106
L.J. Altfest & Co
New York
$2.16M +$28.7K +400 +1%
WP
107
WealthSource Partners
California
$2.16M -$10.6K -147 -0.5%
SCA
108
Snowden Capital Advisors
New York
$2.14M +$246K +3,429 +13%
BSB
109
Bangor Savings Bank
Maine
$2.14M -$4.96K -69 -0.2%
NCM
110
Neumann Capital Management
California
$2.09M +$344K +4,790 +20%
CCA
111
Childress Capital Advisors
Texas
$2.07M +$615K +8,550 +42%
KeyBank National Association
112
KeyBank National Association
Ohio
$2.05M -$77.4K -1,077 -4%
P
113
Pitcairn
Pennsylvania
$2.01M -$109K -1,516 -5%
HH
114
Hilltop Holdings
Texas
$1.99M -$6.9K -96 -0.3%
DL
115
DOHJ LLC
Washington
$1.94M +$1.95M +27,071 New
PAG
116
Private Advisor Group
New Jersey
$1.92M +$1.52M +21,160 +17%
PWLP
117
Prio Wealth Limited Partnership
Massachusetts
$1.89M
BBNA
118
Bremer Bank National Association
Minnesota
$1.81M -$8.05K -112 -0.4%
UCIG
119
Ulrich Consultants & Investment Group
New Mexico
$1.78M
CAMV
120
Concord Asset Management (Virginia)
Virginia
$1.77M +$11.6K +162 +0.7%
MM
121
Main Management
California
$1.77M
BFG
122
Baron Financial Group
New Jersey
$1.71M -$46.4K -645 -3%
IWC
123
Integrated Wealth Concepts
Massachusetts
$1.7M +$389K +5,412 +30%
CI
124
CX Institutional
Indiana
$1.68M -$42.4K -590 -2%
AF
125
Allworth Financial
California
$1.6M