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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAMV
126
Concord Asset Management (Virginia)
Virginia
$1.64M +$108K +1,385 +6%
AF
127
Allworth Financial
California
$1.6M -$134K -1,715 -7%
BSW
128
Buckingham Strategic Wealth
Missouri
$1.6M +$599K +7,691 +53%
DWT
129
Dorsey & Whitney Trust
South Dakota
$1.59M – – –
BDF
130
Balasa Dinverno & Foltz
$1.59M +$156 +2 +0%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$1.49M -$72.2K -927 -4%
SWM
132
Spire Wealth Management
Virginia
$1.49M -$1.72M -22,082 -52%
RJT
133
Raymond James Trust
Florida
$1.49M -$49.7K -638 -3%
CCA
134
Childress Capital Advisors
Texas
$1.47M – – –
NA
135
NewEdge Advisors
Louisiana
$1.4M -$167K -2,138 -10%
VC
136
Vicus Capital
Pennsylvania
$1.4M +$337K +4,320 +29%
Wealthfront Advisers
137
Wealthfront Advisers
California
$1.39M +$186K +2,389 +14%
AWM
138
AE Wealth Management
Kansas
$1.38M +$855K +10,973 +133%
HWM
139
HB Wealth Management
Georgia
$1.38M – – –
PWAG
140
Polaris Wealth Advisory Group
California
$1.38M +$989K +12,697 +196%
BTW
141
Boston Trust Walden
Massachusetts
$1.32M – – –
WA
142
Wealth Alliance
New York
$1.29M +$738K +9,470 +111%
AIA
143
Arbor Investment Advisors
North Carolina
$1.27M -$13.9K -178 -1%
BAAM
144
Baker Avenue Asset Management
California
$1.26M +$50.6K +650 +4%
BP
145
BBR Partners
New York
$1.25M +$118K +1,520 +10%
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$1.25M +$91.8K +1,179 +7%
WWM
147
Western Wealth Management
Colorado
$1.25M -$633K -8,124 -32%
AFS
148
Annapolis Financial Services
Maryland
$1.24M – – –
COCM
149
Charter Oak Capital Management
New Hampshire
$1.24M +$1.79K +23 +0.1%
SFG
150
Sage Financial Group
Pennsylvania
$1.23M -$270K -3,472 -17%