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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
126
AssetMark Inc
California
$1.65M -$1.5M -19,909 -49%
AFA
127
Arlington Financial Advisors
California
$1.64M -$847K -11,207 -35%
DWT
128
Dorsey & Whitney Trust
South Dakota
$1.6M – – –
RJT
129
Raymond James Trust
Florida
$1.58M -$10.3K -137 -0.7%
COCM
130
Charter Oak Capital Management
New Hampshire
$1.55M -$24.2K -321 -2%
BBNA
131
Bremer Bank National Association
Minnesota
$1.55M -$405K -5,366 -21%
TRCT
132
Tower Research Capital (TRC)
New York
$1.53M +$1.46M +19,272 +5,444%
EFM
133
Eley Financial Management
Vermont
$1.53M +$70.2K +929 +5%
FSA
134
Financial Services Advisory
Maryland
$1.51M -$973K -12,879 -40%
TDWM
135
Topel & Distasi Wealth Management
California
$1.51M +$296K +3,920 +25%
HWM
136
HB Wealth Management
Georgia
$1.5M – – –
SWM
137
SigFig Wealth Management
California
$1.5M -$259K -3,428 -15%
BTW
138
Boston Trust Walden
Massachusetts
$1.49M -$2.27K -30 -0.2%
NW
139
NewEdge Wealth
Pennsylvania
$1.48M +$45K +596 +3%
AFG
140
Affinia Financial Group
Massachusetts
$1.46M +$80.2K +1,062 +6%
BP
141
BBR Partners
New York
$1.45M +$94.7K +1,254 +7%
SPIA
142
Steward Partners Investment Advisory
New York
$1.43M +$23.5K +311 +2%
WLIM
143
White Lighthouse Investment Management
Massachusetts
$1.43M +$167K +2,216 +14%
GW
144
GW & Wade
Massachusetts
$1.41M -$120K -1,592 -8%
Wealthfront Advisers
145
Wealthfront Advisers
California
$1.41M -$46.8K -619 -3%
OCM
146
One Capital Management
California
$1.4M +$1.96K +26 +0.1%
AFS
147
Annapolis Financial Services
Maryland
$1.35M – – –
AWS
148
AJ Wealth Strategies
New York
$1.3M -$11K -146 -0.9%
KAS
149
Kestra Advisory Services
Texas
$1.29M -$2.1M -27,859 -63%
AIP
150
Ameritas Investment Partners
Nebraska
$1.29M -$7.48K -99 -0.6%