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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
126
Chicago Partners Investment Group
Illinois
$3.1M +$4.52K +33 +0.1%
LJAC
127
L.J. Altfest & Co
New York
$3.08M +$62.5K +456 +2%
AF
128
Allworth Financial
California
$3.03M -$24.7K -180 -0.8%
Brown Advisory
129
Brown Advisory
Maryland
$2.99M -$29.5K -215 -1%
SHJ
130
Sharkey, Howes & Javer
Colorado
$2.98M -$187K -1,361 -6%
KeyBank National Association
131
KeyBank National Association
Ohio
$2.96M -$64K -467 -2%
SFP
132
Shepherd Financial Partners
Massachusetts
$2.95M +$248K +1,808 +10%
William Blair & Company
133
William Blair & Company
Illinois
$2.91M +$2.88K +21 +0.1%
BCM
134
Basso Capital Management
Connecticut
$2.87M +$2.76M +20,139 New
BWM
135
BigSur Wealth Management
Florida
$2.85M – – –
MWM
136
Modern Wealth Management
Kansas
$2.82M +$23K +168 +0.9%
WA
137
Waverly Advisors
Alabama
$2.75M +$229K +1,668 +9%
HWM
138
HB Wealth Management
Georgia
$2.74M -$14.3K -104 -0.5%
EWA
139
EP Wealth Advisors
California
$2.71M +$57.7K +421 +2%
BTW
140
Boston Trust Walden
Massachusetts
$2.71M – – –
MWM
141
Modera Wealth Management
New Jersey
$2.7M – – –
AFA
142
Arlington Financial Advisors
California
$2.7M -$4.66K -34 -0.2%
II
143
Impact Investors
California
$2.65M -$1.34M -9,772 -34%
CWM
144
Cornerstone Wealth Management
Missouri
$2.62M -$23K -168 -0.9%
CAM
145
Cresset Asset Management
Illinois
$2.62M +$49.2K +359 +2%
SCA
146
Snowden Capital Advisors
New York
$2.5M -$102K -744 -4%
TWM
147
Topsail Wealth Management
North Carolina
$2.49M +$2.4M +17,504 New
SWM
148
SigFig Wealth Management
California
$2.47M -$57.6K -420 -2%
RWP
149
Revolve Wealth Partners
New Jersey
$2.44M -$87.8K -641 -4%
FFA
150
Farther Finance Advisors
California
$2.37M +$48.7K +355 +2%