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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
126
Chicago Partners Investment Group
Illinois
$2.23M +$7.04K +83 +0.3%
EFM
127
Eley Financial Management
Vermont
$2.18M +$359K +4,229 +21%
SW
128
SVB Wealth
Massachusetts
$2.18M -$175K -2,068 -8%
FSA
129
Financial Services Advisory
Maryland
$2.14M +$426K +5,021 +27%
LJAC
130
L.J. Altfest & Co
New York
$2.13M -$208K -2,456 -9%
ECM
131
Evergreen Capital Management
Washington
$2.12M +$56K +660 +3%
AAS
132
Avantax Advisory Services
Texas
$2.08M -$33.4K -394 -2%
BP
133
BBR Partners
New York
$2.04M +$79.2K +933 +4%
NA
134
NewEdge Advisors
Louisiana
$2.03M +$356K +4,202 +24%
Prudential Financial
135
Prudential Financial
New Jersey
$2.01M -$138K -1,623 -7%
CQS
136
Credential Qtrade Securities
$1.97M +$687K +8,093 +60%
GW
137
GW & Wade
Massachusetts
$1.92M +$68K +802 +4%
KAS
138
Kestra Advisory Services
Texas
$1.86M +$183K +2,155 +12%
SWM
139
SigFig Wealth Management
California
$1.86M +$247K +2,909 +17%
DWT
140
Dorsey & Whitney Trust
South Dakota
$1.84M -$21.6K -255 -1%
SWM
141
Spire Wealth Management
Virginia
$1.83M -$242K -2,858 -13%
BWM
142
BigSur Wealth Management
Florida
$1.82M
AFA
143
Arlington Financial Advisors
California
$1.82M -$37.2K -438 -2%
TDWM
144
Topel & Distasi Wealth Management
California
$1.81M -$67.5K -796 -4%
NP
145
NorthRock Partners
Minnesota
$1.81M +$1.68M +19,856 New
SFA
146
Sequoia Financial Advisors
Ohio
$1.79M +$1.43M +16,813 +588%
BBNA
147
Bremer Bank National Association
Minnesota
$1.78M -$10.3K -122 -0.6%
ACA
148
Aptus Capital Advisors
Alabama
$1.78M +$1.18M +13,959 +251%
BAAM
149
Baker Avenue Asset Management
California
$1.76M +$1.1K +13 +0.1%
HWM
150
HB Wealth Management
Georgia
$1.75M