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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Spire Wealth Management
Virginia
$1.84M +$594 +7 +0%
AF
127
Allworth Financial
California
$1.81M -$51K -601 -3%
BPA
128
Beacon Pointe Advisors
California
$1.78M +$1.85M +21,817 New
BP
129
BBR Partners
New York
$1.75M +$216K +2,542 +13%
Cerity Partners
130
Cerity Partners
New York
$1.74M -$19M -223,954 -91%
SPIA
131
Steward Partners Investment Advisory
New York
$1.72M +$147K +1,735 +9%
TDWM
132
Topel & Distasi Wealth Management
California
$1.69M +$118K +1,388 +7%
AFA
133
Arlington Financial Advisors
California
$1.66M -$46.9K -553 -3%
DWT
134
Dorsey & Whitney Trust
South Dakota
$1.66M -$3.9K -46 -0.2%
GW
135
GW & Wade
Massachusetts
$1.65M +$195K +2,298 +13%
BWM
136
BigSur Wealth Management
Florida
$1.63M
VC
137
Vicus Capital
Pennsylvania
$1.62M -$37.5K -442 -2%
EFM
138
Eley Financial Management
Vermont
$1.61M +$17.2K +203 +1%
BBNA
139
Bremer Bank National Association
Minnesota
$1.6M -$11.4K -134 -0.7%
BAAM
140
Baker Avenue Asset Management
California
$1.57M -$8.56K -101 -0.5%
HWM
141
HB Wealth Management
Georgia
$1.56M
BTW
142
Boston Trust Walden
Massachusetts
$1.55M
FSA
143
Financial Services Advisory
Maryland
$1.51M -$769K -9,065 -33%
KAS
144
Kestra Advisory Services
Texas
$1.49M +$94.8K +1,118 +7%
NW
145
NewEdge Wealth
Pennsylvania
$1.48M
DI
146
DFPG Investments
Utah
$1.47M +$177K +2,092 +13%
WLIM
147
White Lighthouse Investment Management
Massachusetts
$1.44M +$7.63K +90 +0.5%
NA
148
NewEdge Advisors
Louisiana
$1.44M +$13.3K +157 +0.9%
AIP
149
Ameritas Investment Partners
Nebraska
$1.43M +$1.7K +20 +0.1%
SWM
150
SigFig Wealth Management
California
$1.43M -$145K -1,711 -9%