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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$3.23M -$103K -983 -3%
KeyBank National Association
102
KeyBank National Association
Ohio
$3.09M -$99.5K -949 -3%
IFWM
103
Institute for Wealth Management
Colorado
$3.07M +$167K +1,594 +6%
RJT
104
Raymond James Trust
Florida
$3.06M
BSB
105
Bangor Savings Bank
Maine
$3.02M
SPIA
106
Steward Partners Investment Advisory
New York
$2.95M -$22.6K -216 -0.8%
SFP
107
Shepherd Financial Partners
Massachusetts
$2.93M -$178K -1,701 -6%
CP
108
Creekside Partners
California
$2.93M +$6.08K +58 +0.2%
SHJ
109
Sharkey, Howes & Javer
Colorado
$2.85M -$419K -4,001 -13%
JMFC
110
J.M. Forbes & Co
Massachusetts
$2.82M +$280K +2,669 +11%
PCM
111
Pennsylvania Capital Management
Pennsylvania
$2.8M +$18.8K +179 +0.7%
WA
112
Win Advisors
Florida
$2.76M +$2.66M +25,409 New
CWM
113
Cornerstone Wealth Management
Missouri
$2.75M -$4.3K -41 -0.2%
FSA
114
Financial Services Advisory
Maryland
$2.74M -$45.5K -434 -2%
GC
115
Gibson Capital
Pennsylvania
$2.74M -$227K -2,164 -8%
WCM
116
Wealthcare Capital Management
Virginia
$2.71M -$8.39K -80 -0.3%
AF
117
Allworth Financial
California
$2.67M -$32.2K -307 -1%
LJAC
118
L.J. Altfest & Co
New York
$2.63M +$17.7K +169 +0.7%
FI
119
Financial Insights
Washington
$2.62M -$78.7K -751 -3%
CPIG
120
Chicago Partners Investment Group
Illinois
$2.59M +$5.66K +54 +0.2%
William Blair & Company
121
William Blair & Company
Illinois
$2.53M -$2.15M -20,512 -47%
SC
122
Sapient Capital
Indiana
$2.52M +$2.17M +20,670 +834%
AAS
123
Avantax Advisory Services
Texas
$2.5M -$114K -1,092 -5%
PWLP
124
Prio Wealth Limited Partnership
Massachusetts
$2.46M
SDWMA
125
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.46M