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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
126
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.46M – – –
KAS
127
Kestra Advisory Services
Texas
$2.44M -$500K -4,771 -18%
ECM
128
Evergreen Capital Management
Washington
$2.42M -$4.19K -40 -0.2%
PA
129
PFG Advisors
Arizona
$2.32M -$579K -5,518 -21%
Prudential Financial
130
Prudential Financial
New Jersey
$2.29M +$65.3K +623 +3%
EFM
131
Eley Financial Management
Vermont
$2.28M +$204K +1,950 +10%
SWM
132
SigFig Wealth Management
California
$2.27M -$43.9K -419 -2%
Wealthfront Advisers
133
Wealthfront Advisers
California
$2.26M +$36.8K +351 +2%
TDWM
134
Topel & Distasi Wealth Management
California
$2.23M +$59.9K +571 +3%
BWM
135
BigSur Wealth Management
Florida
$2.18M – – –
HWM
136
HB Wealth Management
Georgia
$2.09M – – –
BTW
137
Boston Trust Walden
Massachusetts
$2.08M – – –
NA
138
NewEdge Advisors
Louisiana
$2.07M -$84.6K -807 -4%
HH
139
Hilltop Holdings
Texas
$2.07M +$144K +1,377 +8%
AFA
140
Arlington Financial Advisors
California
$2.06M +$24.1K +230 +1%
Northern Trust
141
Northern Trust
Illinois
$2.04M -$63K -601 -3%
BlackRock
142
BlackRock
New York
$2M +$1.15M +11,011 +149%
VC
143
Vicus Capital
Pennsylvania
$1.98M +$12.5K +119 +0.7%
NW
144
NewEdge Wealth
Pennsylvania
$1.98M – – –
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$1.95M -$2.29M -21,802 -55%
SFA
146
Sequoia Financial Advisors
Ohio
$1.93M -$53.9K -514 -3%
SWM
147
Spire Wealth Management
Virginia
$1.92M +$195K +1,856 +12%
FWM
148
Fingerlakes Wealth Management
New York
$1.92M +$224K +2,133 +14%
AFS
149
Annapolis Financial Services
Maryland
$1.88M – – –
EFG
150
Elios Financial Group
Ohio
$1.88M +$1.81M +17,245 New