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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
101
Lido Advisors
California
$2.97M -$117K -1,072 -4%
FHA
102
First Horizon Advisors
Tennessee
$2.97M -$527K -4,835 -14%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$2.95M -$54.7K -501 -2%
DE
104
Diversified Enterprises
Delaware
$2.93M +$793K +7,270 +34%
NA
105
NewEdge Advisors
Louisiana
$2.92M +$435K +3,991 +16%
ISFAN
106
Investor's Fiduciary Advisor Network
Washington
$2.79M -$2.62K -24 -0.1%
KeyBank National Association
107
KeyBank National Association
Ohio
$2.77M -$143K -1,313 -5%
SPIA
108
Steward Partners Investment Advisory
New York
$2.72M -$96K -880 -3%
PCM
109
Pennsylvania Capital Management
Pennsylvania
$2.69M -$62.6K -574 -2%
BSB
110
Bangor Savings Bank
Maine
$2.67M -$142K -1,304 -5%
AAS
111
Avantax Advisory Services
Texas
$2.65M +$585K +5,365 +26%
CP
112
Creekside Partners
California
$2.62M -$79.2K -726 -3%
JMFC
113
J.M. Forbes & Co
Massachusetts
$2.62M +$7.96K +73 +0.3%
WCM
114
Wealthcare Capital Management
Virginia
$2.61M +$173K +1,586 +7%
GM
115
GeoWealth Management
Illinois
$2.57M +$1.08M +9,900 +65%
SHJ
116
Sharkey, Howes & Javer
Colorado
$2.56M -$34.5K -316 -1%
GC
117
Gibson Capital
Pennsylvania
$2.56M -$11.3K -104 -0.4%
TDWM
118
Topel & Distasi Wealth Management
California
$2.56M +$503K +4,607 +23%
SCA
119
Snowden Capital Advisors
New York
$2.48M -$355K -3,252 -12%
AF
120
Allworth Financial
California
$2.48M -$2.62K -24 -0.1%
CPIG
121
Chicago Partners Investment Group
Illinois
$2.44M +$5.78K +53 +0.2%
EFM
122
Eley Financial Management
Vermont
$2.43M +$188K +1,727 +8%
CWM
123
Cornerstone Wealth Management
Missouri
$2.41M -$48.7K -446 -2%
SG
124
Stanich Group
New York
$2.4M -$28.8K -264 -1%
SC
125
Sapient Capital
Indiana
$2.39M +$25.4K +233 +1%