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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
126
United Capital Financial Advisors
Texas
$1.01M +$1.42K +21 +0.1%
DAS
127
Dynamic Advisor Solutions
Arizona
$954K +$309K +4,555 +52%
WLIM
128
White Lighthouse Investment Management
Massachusetts
$943K -$130K -1,920 -13%
NCM
129
Neumann Capital Management
California
$918K +$4.07K +60 +0.5%
GWM
130
Greenwich Wealth Management
Connecticut
$915K +$43.2K +637 +5%
CFSG
131
Community Financial Services Group
Vermont
$911K -$7.93K -117 -0.9%
BDFN
132
Bond & Devick Financial Network
Minnesota
$901K +$853K +12,589 New
CPIG
133
Chicago Partners Investment Group
Illinois
$900K +$8K +118 +1%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$894K +$847K +12,503 New
SPC
135
Sigma Planning Corp
Michigan
$886K -$4.54K -67 -0.5%
VC
136
Vicus Capital
Pennsylvania
$867K +$320K +4,730 +64%
JMFC
137
J.M. Forbes & Co
Massachusetts
$865K +$39.9K +589 +5%
APW
138
Austin Private Wealth
Texas
$856K +$84.8K +1,251 +12%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$851K -$4.47K -66 -0.6%
CPFP
140
Clear Perspectives Financial Planning
Ohio
$834K +$790K +11,654 New
MIA
141
MainStreet Investment Advisors
Illinois
$833K +$102K +1,505 +15%
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$833K +$102K +1,505 +15%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$824K +$36.7K +542 +5%
TWP
144
Tempus Wealth Planning
California
$819K -$5.01K -74 -0.6%
CAN
145
Claraphi Advisory Network
United States
$818K +$1.02K +15 +0.1%
VHAM
146
Van Hulzen Asset Management
California
$815K -$217K -3,200 -22%
AAS
147
Avantax Advisory Services
Texas
$803K -$1.08M -16,001 -59%
EWM
148
Evercore Wealth Management
New York
$801K -$1.39M -20,568 -65%
SDWMA
149
Schneider Downs Wealth Management Advisors
Pennsylvania
$801K
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$791K