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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
$3.25M
GM
102
GeoWealth Management
Illinois
$3.25M +$241K +1,993 +8%
WCM
103
Wealthcare Capital Management
Virginia
$3.25M -$23.2K -192 -0.7%
AF
104
Allworth Financial
California
$3.21M +$93.2K +771 +3%
TDWM
105
Topel & Distasi Wealth Management
California
$3.21M -$50.7K -419 -2%
BSB
106
Bangor Savings Bank
Maine
$3.19M -$43.5K -360 -1%
GC
107
Gibson Capital
Pennsylvania
$3.16M
II
108
Impact Investors
California
$3.12M -$91.2K -754 -3%
CP
109
Creekside Partners
California
$3.11M +$2.78K +23 +0.1%
SHJ
110
Sharkey, Howes & Javer
Colorado
$3.1M +$5.68K +47 +0.2%
CPIG
111
Chicago Partners Investment Group
Illinois
$2.99M -$68.4K -566 -2%
SG
112
Stanich Group
New York
$2.93M -$8.95K -74 -0.3%
SC
113
Sapient Capital
Indiana
$2.93M
EFM
114
Eley Financial Management
Vermont
$2.91M +$60K +496 +2%
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$2.89M +$311K +2,575 +13%
William Blair & Company
116
William Blair & Company
Illinois
$2.84M -$12.9K -107 -0.5%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$2.84M -$331K -2,741 -11%
Citadel Advisors
118
Citadel Advisors
Florida
$2.79M -$549K -4,541 -17%
LJAC
119
L.J. Altfest & Co
New York
$2.76M -$17K -141 -0.6%
ECM
120
Evergreen Capital Management
Washington
$2.75M -$4.23K -35 -0.2%
SDWMA
121
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.75M
KeyBank National Association
122
KeyBank National Association
Ohio
$2.72M -$604K -4,994 -19%
CWI
123
Conscious Wealth Investments
Florida
$2.72M +$41.6K +344 +2%
MWM
124
Modern Wealth Management
Kansas
$2.64M
NA
125
NewEdge Advisors
Louisiana
$2.63M -$842K -6,960 -25%