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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
$1.07M +$222 +3 +0%
WLIM
127
White Lighthouse Investment Management
Massachusetts
$1.07M +$58.8K +794 +6%
GWM
128
Greenwich Wealth Management
Connecticut
$1.04M +$64.4K +870 +7%
DAS
129
Dynamic Advisor Solutions
Arizona
$1.02M – – –
AF
130
AtlasMark Financial
Texas
$1.02M -$276K -3,725 -22%
VC
131
Vicus Capital
Pennsylvania
$1.01M +$82.7K +1,117 +9%
CFSG
132
Community Financial Services Group
Vermont
$987K +$13K +175 +1%
BDFN
133
Bond & Devick Financial Network
Minnesota
$985K +$23.2K +313 +2%
JMFC
134
J.M. Forbes & Co
Massachusetts
$984K +$58.9K +795 +7%
CAN
135
Claraphi Advisory Network
United States
$969K +$93K +1,256 +11%
Baird Financial Group
136
Baird Financial Group
Wisconsin
$969K +$147K +1,990 +19%
SPC
137
Sigma Planning Corp
Michigan
$953K +$6.74K +91 +0.7%
TWP
138
Tempus Wealth Planning
California
$952K +$76K +1,027 +9%
CPIG
139
Chicago Partners Investment Group
Illinois
$947K -$43.8K -591 -5%
HGWM
140
Horst & Graben Wealth Management
Oregon
$927K -$187K -2,522 -17%
IWC
141
Integrated Wealth Concepts
Massachusetts
$901K +$96.7K +1,306 +12%
CPFP
142
Clear Perspectives Financial Planning
Ohio
$890K – – –
KAS
143
Kestra Advisory Services
Texas
$888K -$1.68M -22,668 -66%
HI
144
Harbour Investments
Wisconsin
$876K +$849K +11,472 New
EWM
145
Evercore Wealth Management
New York
$855K – – –
SDWMA
146
Schneider Downs Wealth Management Advisors
Pennsylvania
$855K – – –
AAS
147
Avantax Advisory Services
Texas
$853K -$5.41K -73 -0.6%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$841K -$64.6K -872 -7%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$834K -$9.77K -132 -1%
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$829K – – –