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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
126
White Lighthouse Investment Management
Massachusetts
$1.07M +$58.8K +794 +6%
GWM
127
Greenwich Wealth Management
Connecticut
$1.04M +$64.4K +870 +7%
DAS
128
Dynamic Advisor Solutions
Arizona
$1.02M
AF
129
AtlasMark Financial
Texas
$1.02M -$276K -3,725 -22%
VC
130
Vicus Capital
Pennsylvania
$1.01M +$82.7K +1,117 +9%
CFSG
131
Community Financial Services Group
Vermont
$987K +$13K +175 +1%
BDFN
132
Bond & Devick Financial Network
Minnesota
$985K +$23.2K +313 +2%
JMFC
133
J.M. Forbes & Co
Massachusetts
$984K +$58.9K +795 +7%
CAN
134
Claraphi Advisory Network
United States
$969K +$93K +1,256 +11%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$969K +$147K +1,990 +19%
SPC
136
Sigma Planning Corp
Michigan
$953K +$6.74K +91 +0.7%
TWP
137
Tempus Wealth Planning
California
$952K +$76K +1,027 +9%
CPIG
138
Chicago Partners Investment Group
Illinois
$947K -$43.8K -591 -5%
HGWM
139
Horst & Graben Wealth Management
Oregon
$927K -$187K -2,522 -17%
IWC
140
Integrated Wealth Concepts
Massachusetts
$901K +$96.7K +1,306 +12%
CPFP
141
Clear Perspectives Financial Planning
Ohio
$890K
KAS
142
Kestra Advisory Services
Texas
$888K -$1.68M -22,668 -66%
HI
143
Harbour Investments
Wisconsin
$876K +$849K +11,472 New
EWM
144
Evercore Wealth Management
New York
$855K
SDWMA
145
Schneider Downs Wealth Management Advisors
Pennsylvania
$855K
AAS
146
Avantax Advisory Services
Texas
$853K -$5.41K -73 -0.6%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$841K -$64.6K -872 -7%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$834K -$9.77K -132 -1%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$829K
EH
150
Equitable Holdings
New York
$814K -$640K -8,645 -45%