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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
126
Dorsey & Whitney Trust
South Dakota
$1.48M
AWS
127
AJ Wealth Strategies
New York
$1.45M +$363K +4,841 +29%
Wealthfront Advisers
128
Wealthfront Advisers
California
$1.4M +$126K +1,677 +9%
BAAM
129
Baker Avenue Asset Management
California
$1.4M +$244K +3,251 +18%
RJT
130
Raymond James Trust
Florida
$1.38M
CCA
131
Childress Capital Advisors
Texas
$1.35M -$19K -253 -1%
VC
132
Vicus Capital
Pennsylvania
$1.34M +$48K +639 +3%
SW
133
SVB Wealth
Massachusetts
$1.32M -$778K -10,366 -34%
AWM
134
AE Wealth Management
Kansas
$1.29M +$8.18K +109 +0.6%
HWM
135
HB Wealth Management
Georgia
$1.29M
BTW
136
Boston Trust Walden
Massachusetts
$1.23M
IWC
137
Integrated Wealth Concepts
Massachusetts
$1.22M -$859K -11,450 -39%
GW
138
GW & Wade
Massachusetts
$1.2M +$119K +1,586 +10%
HF
139
HRT Financial
New York
$1.2M +$1.08M +14,422 +417%
AssetMark Inc
140
AssetMark Inc
California
$1.19M +$524K +6,977 +65%
SFG
141
Sage Financial Group
Pennsylvania
$1.19M +$46.2K +616 +4%
RIA
142
Regal Investment Advisors
Michigan
$1.17M +$340K +4,525 +35%
DJSG
143
D.J. St. Germain
Massachusetts
$1.17M
BP
144
BBR Partners
New York
$1.16M -$5.86K -78 -0.4%
AFS
145
Annapolis Financial Services
Maryland
$1.16M
AIP
146
Ameritas Investment Partners
Nebraska
$1.15M +$41K +546 +3%
AIA
147
Arbor Investment Advisors
North Carolina
$1.13M -$61.8K -824 -5%
TDWM
148
Topel & Distasi Wealth Management
California
$1.13M -$43.7K -582 -4%
WLIM
149
White Lighthouse Investment Management
Massachusetts
$1.12M +$10.1K +135 +0.8%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$1.08M -$81.4K -1,084 -6%