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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
$3.64M +$25.3K +198 +0.7%
JMFC
102
J.M. Forbes & Co
Massachusetts
$3.63M +$3.45K +27 +0.1%
Wealthfront Advisers
103
Wealthfront Advisers
California
$3.41M -$679K -5,315 -17%
SPIA
104
Steward Partners Investment Advisory
New York
$3.4M -$57K -446 -2%
PCM
105
Pennsylvania Capital Management
Pennsylvania
$3.39M -$4.47K -35 -0.1%
CFG
106
Compass Financial Group
Ohio
$3.39M +$3.36M +26,293 New
MFG
107
Merit Financial Group
Georgia
$3.34M +$1.19M +9,295 +56%
II
108
Impact Investors
California
$3.32M +$126K +986 +4%
WCM
109
Wealthcare Capital Management
Virginia
$3.27M -$52.5K -411 -2%
Franklin Resources
110
Franklin Resources
California
$3.25M -$76.1K -596 -2%
SHJ
111
Sharkey, Howes & Javer
Colorado
$3.2M +$27.3K +214 +0.9%
GC
112
Gibson Capital
Pennsylvania
$3.19M -$48.9K -383 -2%
BSB
113
Bangor Savings Bank
Maine
$3.19M -$77.3K -605 -2%
CP
114
Creekside Partners
California
$3.18M -$4.21K -33 -0.1%
TDWM
115
Topel & Distasi Wealth Management
California
$3.14M -$138K -1,084 -4%
AI
116
Accredited Investors
Minnesota
$3.13M -$255K -1,998 -8%
SC
117
Sapient Capital
Indiana
$3.03M
SG
118
Stanich Group
New York
$2.99M -$6.77K -53 -0.2%
CPIG
119
Chicago Partners Investment Group
Illinois
$2.96M -$50.7K -397 -2%
EFM
120
Eley Financial Management
Vermont
$2.93M -$46.4K -363 -2%
William Blair & Company
121
William Blair & Company
Illinois
$2.88M -$29.9K -234 -1%
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$2.87M -$104K -816 -4%
ECM
123
Evergreen Capital Management
Washington
$2.84M +$18.8K +147 +0.7%
SDWMA
124
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.82M
NA
125
NewEdge Advisors
Louisiana
$2.82M +$120K +943 +5%