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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
126
Evergreen Capital Management
Washington
$1.95M +$1.28M +16,113 +228%
IFWM
127
Institute for Wealth Management
Colorado
$1.93M +$53K +667 +3%
AF
128
Allworth Financial
California
$1.92M -$127K -1,593 -7%
SWM
129
Spire Wealth Management
Virginia
$1.9M +$98.2K +1,235 +6%
EWA
130
EP Wealth Advisors
California
$1.8M -$543K -6,827 -42%
AFA
131
Arlington Financial Advisors
California
$1.77M -$238 -3 -0%
DWT
132
Dorsey & Whitney Trust
South Dakota
$1.72M
VC
133
Vicus Capital
Pennsylvania
$1.71M -$93.9K -1,181 -5%
BWM
134
BigSur Wealth Management
Florida
$1.68M -$1.59M -20,000 -50%
BBNA
135
Bremer Bank National Association
Minnesota
$1.67M
EFM
136
Eley Financial Management
Vermont
$1.64M -$2.7K -34 -0.2%
SPIA
137
Steward Partners Investment Advisory
New York
$1.64M +$84.9K +1,068 +6%
BAAM
138
Baker Avenue Asset Management
California
$1.64M -$181K -2,282 -11%
TDWM
139
Topel & Distasi Wealth Management
California
$1.63M
HWM
140
HB Wealth Management
Georgia
$1.62M
BTW
141
Boston Trust Walden
Massachusetts
$1.61M -$6.2K -78 -0.4%
SWM
142
SigFig Wealth Management
California
$1.6M +$3.18K +40 +0.2%
BP
143
BBR Partners
New York
$1.59M +$28.5K +358 +2%
COCM
144
Charter Oak Capital Management
New Hampshire
$1.58M -$84.6K -1,065 -5%
AFG
145
Affinia Financial Group
Massachusetts
$1.58M -$34.7K -437 -2%
NW
146
NewEdge Wealth
Pennsylvania
$1.53M -$63.6K -800 -4%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$1.53M -$1.18M -14,897 -45%
GW
148
GW & Wade
Massachusetts
$1.51M -$13.2K -166 -0.9%
WLIM
149
White Lighthouse Investment Management
Massachusetts
$1.48M -$60.2K -757 -4%
AIP
150
Ameritas Investment Partners
Nebraska
$1.48M +$85.7K +1,078 +7%