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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
126
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.11M
CPIG
127
Chicago Partners Investment Group
Illinois
$3.1M +$4.52K +33 +0.1%
LJAC
128
L.J. Altfest & Co
New York
$3.08M +$62.5K +456 +2%
AF
129
Allworth Financial
California
$3.03M -$24.7K -180 -0.8%
Brown Advisory
130
Brown Advisory
Maryland
$2.99M -$29.5K -215 -1%
SHJ
131
Sharkey, Howes & Javer
Colorado
$2.98M -$187K -1,361 -6%
KeyBank National Association
132
KeyBank National Association
Ohio
$2.96M -$64K -467 -2%
SFP
133
Shepherd Financial Partners
Massachusetts
$2.95M +$248K +1,808 +10%
William Blair & Company
134
William Blair & Company
Illinois
$2.91M +$2.88K +21 +0.1%
BCM
135
Basso Capital Management
Connecticut
$2.87M +$2.76M +20,139 New
BWM
136
BigSur Wealth Management
Florida
$2.85M
MWM
137
Modern Wealth Management
Kansas
$2.82M +$23K +168 +0.9%
WA
138
Waverly Advisors
Alabama
$2.75M +$229K +1,668 +9%
HWM
139
HB Wealth Management
Georgia
$2.74M -$14.3K -104 -0.5%
EWA
140
EP Wealth Advisors
California
$2.71M +$57.7K +421 +2%
BTW
141
Boston Trust Walden
Massachusetts
$2.71M
MWM
142
Modera Wealth Management
New Jersey
$2.7M
AFA
143
Arlington Financial Advisors
California
$2.7M -$4.66K -34 -0.2%
II
144
Impact Investors
California
$2.65M -$1.34M -9,772 -34%
CWM
145
Cornerstone Wealth Management
Missouri
$2.62M -$23K -168 -0.9%
CAM
146
Cresset Asset Management
Illinois
$2.62M +$49.2K +359 +2%
SCA
147
Snowden Capital Advisors
New York
$2.5M -$102K -744 -4%
TWM
148
Topsail Wealth Management
North Carolina
$2.49M +$2.4M +17,504 New
SWM
149
SigFig Wealth Management
California
$2.47M -$57.6K -420 -2%
RWP
150
Revolve Wealth Partners
New Jersey
$2.44M -$87.8K -641 -4%