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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
101
Merit Financial Group
Georgia
$3.55M +$423K +3,311 +13%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$3.48M +$1.03M +8,047 +39%
II
103
Impact Investors
California
$3.44M +$337K +2,633 +10%
FTWA
104
Fifth Third Wealth Advisors
Ohio
$3.38M -$5.74M -44,870 -62%
Jones Financial Companies
105
Jones Financial Companies
Missouri
$3.34M +$1.03M +8,022 +39%
GM
106
GeoWealth Management
Illinois
$3.3M -$311K -2,436 -8%
WANY
107
Wealthspire Advisors (New York)
New York
$3.25M -$191K -1,494 -5%
SA
108
Sanctuary Advisors
Indiana
$3.21M -$248K -1,936 -7%
SPIA
109
Steward Partners Investment Advisory
New York
$3.21M +$8.05K +63 +0.2%
PCM
110
Pennsylvania Capital Management
Pennsylvania
$3.18M -$14.7K -115 -0.4%
Franklin Resources
111
Franklin Resources
California
$3.06M
Lido Advisors
112
Lido Advisors
California
$3.03M -$496K -3,879 -13%
BCI
113
Brinker Capital Investments
Pennsylvania
$3.03M -$516K -4,033 -14%
CPIG
114
Chicago Partners Investment Group
Illinois
$3M -$4.99K -39 -0.2%
GC
115
Gibson Capital
Pennsylvania
$3M -$3.07K -24 -0.1%
AI
116
Accredited Investors
Minnesota
$3M +$56.9K +445 +2%
NA
117
NewEdge Advisors
Louisiana
$2.97M +$344K +2,689 +12%
CP
118
Creekside Partners
California
$2.97M -$23.1K -181 -0.7%
WCM
119
Wealthcare Capital Management
Virginia
$2.93M -$154K -1,201 -5%
CFG
120
Compass Financial Group
Ohio
$2.86M -$342K -2,675 -10%
SC
121
Sapient Capital
Indiana
$2.83M
SG
122
Stanich Group
New York
$2.81M -$8.05K -63 -0.3%
EFM
123
Eley Financial Management
Vermont
$2.8M +$54.2K +424 +2%
QCM
124
Quantinno Capital Management
New York
$2.8M +$2.32M +18,176 +369%
TDWM
125
Topel & Distasi Wealth Management
California
$2.75M -$218K -1,708 -7%