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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
101
Equitable Holdings
New York
$3.3M -$170K -1,523 -5%
SA
102
Sanctuary Advisors
Indiana
$3.29M -$106K -948 -3%
IAA
103
Independent Advisor Alliance
North Carolina
$3.28M +$3.32M +29,743 New
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$3.23M -$43.5K -389 -1%
KeyBank National Association
105
KeyBank National Association
Ohio
$3.13M
P
106
&Partners
Tennessee
$3.09M +$2.47M +22,069 +396%
SCA
107
Snowden Capital Advisors
New York
$3.03M -$351K -3,146 -10%
SPIA
108
Steward Partners Investment Advisory
New York
$3.02M +$32.2K +288 +1%
BSB
109
Bangor Savings Bank
Maine
$3.02M -$39.9K -357 -1%
ISFAN
110
Investor's Fiduciary Advisor Network
Washington
$3.01M +$3.05M +27,316 New
PCM
111
Pennsylvania Capital Management
Pennsylvania
$2.96M +$119K +1,067 +4%
CP
112
Creekside Partners
California
$2.9M -$62.7K -561 -2%
AF
113
Allworth Financial
California
$2.86M +$33.4K +299 +1%
SFP
114
Shepherd Financial Partners
Massachusetts
$2.84M -$130K -1,160 -4%
FSA
115
Financial Services Advisory
Maryland
$2.84M +$63.5K +568 +2%
CAM
116
Cresset Asset Management
Illinois
$2.84M -$3.42M -30,632 -54%
Wealthfront Advisers
117
Wealthfront Advisers
California
$2.83M +$550K +4,926 +24%
JMFC
118
J.M. Forbes & Co
Massachusetts
$2.81M -$43K -385 -1%
SHJ
119
Sharkey, Howes & Javer
Colorado
$2.79M -$103K -921 -4%
GC
120
Gibson Capital
Pennsylvania
$2.77M -$6.14K -55 -0.2%
NA
121
NewEdge Advisors
Louisiana
$2.7M +$607K +5,435 +29%
CWM
122
Cornerstone Wealth Management
Missouri
$2.65M -$138K -1,235 -5%
KAS
123
Kestra Advisory Services
Texas
$2.64M +$167K +1,496 +7%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$2.64M +$802K +7,176 +43%
WCM
125
Wealthcare Capital Management
Virginia
$2.64M -$112K -1,001 -4%