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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
101
Franklin Resources
California
$2.9M -$84.8K -1,000 -3%
MFA
102
McClarren Financial Advisors
Pennsylvania
$2.84M +$19.3K +228 +0.7%
KeyBank National Association
103
KeyBank National Association
Ohio
$2.79M +$274K +3,230 +12%
Lido Advisors
104
Lido Advisors
California
$2.77M +$64.7K +763 +3%
SFP
105
Shepherd Financial Partners
Massachusetts
$2.76M -$53.7K -633 -2%
P
106
Pitcairn
Pennsylvania
$2.67M -$7.13K -84 -0.3%
CCA
107
Childress Capital Advisors
Texas
$2.65M
PA
108
PFG Advisors
Arizona
$2.58M -$1.27K -15 -0.1%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$2.58M +$2.4M +28,291 New
BSB
110
Bangor Savings Bank
Maine
$2.57M -$22.6K -266 -0.9%
RJT
111
Raymond James Trust
Florida
$2.56M +$195K +2,299 +9%
CAM
112
Cresset Asset Management
Illinois
$2.55M +$170 +2 +0%
KPWS
113
Kestra Private Wealth Services
Texas
$2.48M -$147K -1,731 -6%
CWP
114
Concord Wealth Partners
Virginia
$2.48M -$575K -6,773 -20%
WCM
115
Wealthcare Capital Management
Virginia
$2.46M +$5.77K +68 +0.3%
SPIA
116
Steward Partners Investment Advisory
New York
$2.45M +$489K +5,766 +27%
PWLP
117
Prio Wealth Limited Partnership
Massachusetts
$2.4M
IWC
118
Integrated Wealth Concepts
Massachusetts
$2.4M +$119K +1,401 +6%
AF
119
Allworth Financial
California
$2.33M +$289K +3,410 +15%
FI
120
Financial Insights
Washington
$2.32M -$2.97K -35 -0.1%
IFWM
121
Institute for Wealth Management
Colorado
$2.3M -$8.82K -104 -0.4%
JMFC
122
J.M. Forbes & Co
Massachusetts
$2.29M -$14.3K -169 -0.7%
CWM
123
Cornerstone Wealth Management
Missouri
$2.28M +$23.6K +278 +1%
HH
124
Hilltop Holdings
Texas
$2.26M +$85K +1,002 +4%
WP
125
WealthSource Partners
California
$2.26M +$112K +1,325 +6%