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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$1.6M -$134K -1,715 -7%
BSW
127
Buckingham Strategic Wealth
Missouri
$1.6M +$599K +7,691 +53%
DWT
128
Dorsey & Whitney Trust
South Dakota
$1.59M
BDF
129
Balasa Dinverno & Foltz
$1.59M +$156 +2 +0%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$1.49M -$72.2K -927 -4%
SWM
131
Spire Wealth Management
Virginia
$1.49M -$1.72M -22,082 -52%
RJT
132
Raymond James Trust
Florida
$1.49M -$49.7K -638 -3%
CCA
133
Childress Capital Advisors
Texas
$1.47M
NA
134
NewEdge Advisors
Louisiana
$1.4M -$167K -2,138 -10%
VC
135
Vicus Capital
Pennsylvania
$1.4M +$337K +4,320 +29%
Wealthfront Advisers
136
Wealthfront Advisers
California
$1.39M +$186K +2,389 +14%
AWM
137
AE Wealth Management
Kansas
$1.38M +$855K +10,973 +133%
HWM
138
HB Wealth Management
Georgia
$1.38M
PWAG
139
Polaris Wealth Advisory Group
California
$1.38M +$989K +12,697 +196%
BTW
140
Boston Trust Walden
Massachusetts
$1.32M
WA
141
Wealth Alliance
New York
$1.29M +$738K +9,470 +111%
AIA
142
Arbor Investment Advisors
North Carolina
$1.27M -$13.9K -178 -1%
BAAM
143
Baker Avenue Asset Management
California
$1.26M +$50.6K +650 +4%
BP
144
BBR Partners
New York
$1.25M +$118K +1,520 +10%
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$1.25M +$91.8K +1,179 +7%
WWM
146
Western Wealth Management
Colorado
$1.25M -$633K -8,124 -32%
AFS
147
Annapolis Financial Services
Maryland
$1.24M
COCM
148
Charter Oak Capital Management
New Hampshire
$1.24M +$1.79K +23 +0.1%
SFG
149
Sage Financial Group
Pennsylvania
$1.23M -$270K -3,472 -17%
AWS
150
AJ Wealth Strategies
New York
$1.21M