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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
101
L.J. Altfest & Co
New York
$2.38M -$178K -2,239 -7%
SW
102
SVB Wealth
Massachusetts
$2.37M +$89.6K +1,127 +4%
CAM
103
Cresset Asset Management
Illinois
$2.36M +$1.7M +21,351 +321%
DJSG
104
D.J. St. Germain
Massachusetts
$2.33M +$2.2M +27,647 New
FSA
105
Financial Services Advisory
Maryland
$2.32M +$646K +8,128 +42%
FI
106
Financial Insights
Washington
$2.31M -$108K -1,357 -5%
CAMV
107
Concord Asset Management (Virginia)
Virginia
$2.3M -$40.6K -511 -2%
TAIM
108
TD Ameritrade Investment Management
Nebraska
$2.29M -$197K -2,481 -8%
SHJ
109
Sharkey, Howes & Javer
Colorado
$2.28M -$3M -37,783 -58%
Prudential Financial
110
Prudential Financial
New Jersey
$2.28M -$162K -2,036 -7%
Citadel Advisors
111
Citadel Advisors
Florida
$2.27M +$902K +11,353 +73%
CCA
112
Childress Capital Advisors
Texas
$2.24M
PWLP
113
Prio Wealth Limited Partnership
Massachusetts
$2.22M
IWC
114
Integrated Wealth Concepts
Massachusetts
$2.19M -$21.5K -271 -1%
EAM
115
Erste Asset Management
Austria
$2.19M -$2.54K -32 -0.1%
WP
116
WealthSource Partners
California
$2.17M -$73K -918 -3%
RJT
117
Raymond James Trust
Florida
$2.15M +$424K +5,331 +26%
AssetMark Inc
118
AssetMark Inc
California
$2.11M +$312K +3,927 +19%
UCIG
119
Ulrich Consultants & Investment Group
New Mexico
$2.09M
JMFC
120
J.M. Forbes & Co
Massachusetts
$2.05M -$150K -1,891 -7%
AAS
121
Avantax Advisory Services
Texas
$2.03M +$57.6K +725 +3%
CPIG
122
Chicago Partners Investment Group
Illinois
$2.03M +$970K +12,204 +106%
CI
123
CX Institutional
Indiana
$2.03M +$57K +717 +3%
HH
124
Hilltop Holdings
Texas
$2M +$10.8K +136 +0.6%
FTUS
125
Flow Traders U.S.
New York
$2M +$1.89M +23,732 New