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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
101
KeyBank National Association
Ohio
$3.09M -$55K -516 -2%
PCM
102
Pennsylvania Capital Management
Pennsylvania
$3.05M
DL
103
DOHJ LLC
Washington
$3.03M -$2.04M -19,138 -38%
WCM
104
Wealthcare Capital Management
Virginia
$3.02M +$53.2K +500 +2%
TDWM
105
Topel & Distasi Wealth Management
California
$3M +$95.7K +899 +4%
Franklin Resources
106
Franklin Resources
California
$3M -$647K -6,077 -19%
BSB
107
Bangor Savings Bank
Maine
$2.98M -$41.7K -392 -2%
II
108
Impact Investors
California
$2.96M +$496K +4,653 +22%
BCI
109
Brinker Capital Investments
Pennsylvania
$2.96M -$1.32M -12,354 -33%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$2.94M -$370K -3,473 -12%
GC
111
Gibson Capital
Pennsylvania
$2.92M +$13.2K +124 +0.5%
KAS
112
Kestra Advisory Services
Texas
$2.92M +$514K +4,831 +24%
AF
113
Allworth Financial
California
$2.87M -$4.9K -46 -0.2%
CP
114
Creekside Partners
California
$2.87M -$97.3K -914 -4%
SHJ
115
Sharkey, Howes & Javer
Colorado
$2.85M -$47.7K -448 -2%
CPIG
116
Chicago Partners Investment Group
Illinois
$2.82M +$6.92K +65 +0.3%
AAS
117
Avantax Advisory Services
Texas
$2.8M -$189K -1,772 -7%
GM
118
GeoWealth Management
Illinois
$2.77M -$135K -1,268 -5%
SG
119
Stanich Group
New York
$2.74M -$6.07K -57 -0.2%
SC
120
Sapient Capital
Indiana
$2.72M
William Blair & Company
121
William Blair & Company
Illinois
$2.64M -$32.1K -301 -1%
EFM
122
Eley Financial Management
Vermont
$2.62M -$111K -1,040 -4%
SCA
123
Snowden Capital Advisors
New York
$2.59M -$211K -1,978 -8%
LJAC
124
L.J. Altfest & Co
New York
$2.56M -$51K -479 -2%
ECM
125
Evergreen Capital Management
Washington
$2.54M -$27.7K -260 -1%