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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMFC
126
J.M. Forbes & Co
Massachusetts
$2.34M -$191K -1,992 -8%
FSA
127
Financial Services Advisory
Maryland
$2.33M -$35.7K -373 -2%
CPIG
128
Chicago Partners Investment Group
Illinois
$2.31M +$5.93K +62 +0.3%
ECM
129
Evergreen Capital Management
Washington
$2.28M -$65K -680 -3%
CWP
130
Concord Wealth Partners
Virginia
$2.15M -$565K -5,903 -22%
Prudential Financial
131
Prudential Financial
New Jersey
$2.14M -$76.4K -799 -4%
NA
132
NewEdge Advisors
Louisiana
$2.07M -$127K -1,325 -6%
SWM
133
SigFig Wealth Management
California
$2.05M -$8.13K -85 -0.4%
TDWM
134
Topel & Distasi Wealth Management
California
$2.02M +$12.8K +134 +0.7%
PBF
135
Petix & Botte Financial
California
$2.02M +$1.92M +20,050 New
AFA
136
Arlington Financial Advisors
California
$2.02M +$2.77K +29 +0.1%
BWM
137
BigSur Wealth Management
Florida
$2.02M
BAAM
138
Baker Avenue Asset Management
California
$2M +$43.7K +457 +2%
Wealthfront Advisers
139
Wealthfront Advisers
California
$1.96M +$164K +1,719 +10%
SWM
140
Spire Wealth Management
Virginia
$1.94M -$43.8K -458 -2%
HWM
141
HB Wealth Management
Georgia
$1.94M +$2.49K +26 +0.1%
DWT
142
Dorsey & Whitney Trust
South Dakota
$1.93M -$92.8K -970 -5%
EFM
143
Eley Financial Management
Vermont
$1.93M -$460K -4,806 -20%
BTW
144
Boston Trust Walden
Massachusetts
$1.93M
Wealth Enhancement Advisory Services
145
Wealth Enhancement Advisory Services
Minnesota
$1.89M -$36.7K -384 -2%
SW
146
SVB Wealth
Massachusetts
$1.88M -$503K -5,263 -22%
SFA
147
Sequoia Financial Advisors
Ohio
$1.86M -$113K -1,177 -6%
HH
148
Hilltop Holdings
Texas
$1.85M -$621K -6,493 -26%
OBWG
149
Onyx Bridge Wealth Group
New York
$1.81M +$848K +8,863 +92%
DAS
150
Diversify Advisory Services
Utah
$1.8M +$1.7M +17,819 New