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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
126
Baron Financial Group
New Jersey
$1.95M -$902 -10 -0%
Cerity Partners
127
Cerity Partners
New York
$1.92M +$1.34M +14,841 +255%
Renaissance Technologies
128
Renaissance Technologies
New York
$1.91M +$1.27M +14,100 +217%
SFG
129
Sage Financial Group
Pennsylvania
$1.91M +$7.84K +87 +0.4%
CCA
130
Childress Capital Advisors
Texas
$1.9M +$18.1K +201 +1%
WWM
131
Western Wealth Management
Colorado
$1.87M +$1.81M +20,129 New
KPWS
132
Kestra Private Wealth Services
Texas
$1.87M +$368K +4,082 +25%
BAAM
133
Baker Avenue Asset Management
California
$1.84M +$13.6K +151 +0.8%
RJT
134
Raymond James Trust
Florida
$1.76M -$11.1K -123 -0.6%
1WM
135
1900 Wealth Management
Texas
$1.69M
AIA
136
Arbor Investment Advisors
North Carolina
$1.67M -$71.4K -792 -4%
CAMV
137
Concord Asset Management (Virginia)
Virginia
$1.65M +$1.6M +17,803 New
KAS
138
Kestra Advisory Services
Texas
$1.65M -$361K -3,999 -18%
AFS
139
Annapolis Financial Services
Maryland
$1.61M
WLIM
140
White Lighthouse Investment Management
Massachusetts
$1.59M -$18.8K -208 -1%
COCM
141
Charter Oak Capital Management
New Hampshire
$1.57M +$26.3K +292 +2%
AWS
142
AJ Wealth Strategies
New York
$1.56M
WT
143
Whittier Trust
California
$1.56M -$137K -1,520 -8%
WMP
144
Wealth Management Partners
Arizona
$1.49M -$14.6K -162 -1%
PPW
145
Parcion Private Wealth
Washington
$1.49M -$35.3K -392 -2%
IRC
146
Investors Research Corp
Georgia
$1.45M -$361 -4 -0%
BP
147
BBR Partners
New York
$1.42M +$78.5K +871 +6%
Bank Julius Baer & Co
148
Bank Julius Baer & Co
Switzerland
$1.4M -$2.09M -23,224 -61%
CPFP
149
Clear Perspectives Financial Planning
Ohio
$1.38M +$174K +1,925 +15%
DJSG
150
D.J. St. Germain
Massachusetts
$1.34M +$85.8K +952 +7%