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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
BlueCrest Capital Management
Jersey
$1.2M +$684K +8,502 +142%
RJT
127
Raymond James Trust
Florida
$1.18M +$1.05K +13 +0.1%
TWP
128
Tempus Wealth Planning
California
$1.15M +$116K +1,436 +12%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$1.15M +$401K +4,989 +56%
KA
130
Kovack Advisors
Florida
$1.11M +$1.08M +13,433 New
UCFA
131
United Capital Financial Advisors
Texas
$1.11M -$55.3K -687 -5%
AF
132
AtlasMark Financial
Texas
$1.1M – – –
VC
133
Vicus Capital
Pennsylvania
$1.09M -$3.86K -48 -0.4%
PFGIA
134
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M -$690K -8,575 -40%
CPFP
135
Clear Perspectives Financial Planning
Ohio
$1.06M +$93K +1,156 +10%
Baird Financial Group
136
Baird Financial Group
Wisconsin
$1.06M +$9.25K +115 +0.9%
BDFN
137
Bond & Devick Financial Network
Minnesota
$1.05M -$14.9K -185 -1%
KAS
138
Kestra Advisory Services
Texas
$1.02M +$56.1K +697 +6%
SPC
139
Sigma Planning Corp
Michigan
$1.01M -$19.1K -237 -2%
EBT
140
Enterprise Bank & Trust
Massachusetts
$1.01M +$442K +5,490 +82%
CPIG
141
Chicago Partners Investment Group
Illinois
$1.01M +$7.16K +89 +0.8%
AAS
142
Avantax Advisory Services
Texas
$990K +$63.1K +784 +7%
HI
143
Harbour Investments
Wisconsin
$989K +$38K +472 +4%
ECM
144
Evergreen Capital Management
Washington
$983K +$180K +2,239 +23%
CAN
145
Claraphi Advisory Network
United States
$980K -$68.6K -853 -7%
JMFC
146
J.M. Forbes & Co
Massachusetts
$961K -$103K -1,281 -10%
AFG
147
Affinia Financial Group
Massachusetts
$956K +$179K +2,219 +25%
BMM
148
Buffington Mohr McNeal
Idaho
$954K +$86.9K +1,080 +10%
EWM
149
Evercore Wealth Management
New York
$928K – – –
SDWMA
150
Schneider Downs Wealth Management Advisors
Pennsylvania
$928K – – –