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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
126
Institute for Wealth Management
Colorado
$790K +$464K +7,350 +147%
CPIG
127
Chicago Partners Investment Group
Illinois
$786K +$1.51K +24 +0.2%
GWM
128
Greenwich Wealth Management
Connecticut
$777K -$257K -4,076 -25%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$770K +$50.5K +800 +7%
TWP
130
Tempus Wealth Planning
California
$737K -$17.9K -284 -2%
JMFC
131
J.M. Forbes & Co
Massachusetts
$735K +$17.2K +272 +2%
CAN
132
Claraphi Advisory Network
United States
$730K +$343K +5,438 +91%
SDWMA
133
Schneider Downs Wealth Management Advisors
Pennsylvania
$717K
KAS
134
Kestra Advisory Services
Texas
$713K +$11K +174 New
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$707K
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$694K -$15.7K -248 -2%
PMG
137
ProVise Management Group
Florida
$688K -$37.9K -600 -5%
APW
138
Austin Private Wealth
Texas
$686K +$677K +10,720 New
Citigroup
139
Citigroup
New York
$681K +$35.5K +562 +6%
PA
140
Paracle Advisors
Washington
$676K
BMM
141
Buffington Mohr McNeal
Idaho
$660K
Baird Financial Group
142
Baird Financial Group
Wisconsin
$657K -$25.4K -402 -4%
MIA
143
MainStreet Investment Advisors
Illinois
$649K +$44.2K +700 +7%
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$649K +$44.2K +700 +7%
AIM
145
Acropolis Investment Management
Missouri
$643K +$89.7K +1,420 +16%
SCM
146
Southport Capital Management
Tennessee
$642K -$39.7K -628 -6%
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$641K +$686K +10,860 New
DWM
148
Destination Wealth Management
California
$636K -$53K -840 -8%
BAM
149
Barrett Asset Management
New York
$635K -$6.31K -100 -1%
Deutsche Bank
150
Deutsche Bank
Germany
$608K -$1.91M -30,258 -76%