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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
126
Financial Insights
Washington
$2.63M -$21.7K -194 -0.8%
SG
127
Stanich Group
New York
$2.61M +$2.64M +23,662 New
CPIG
128
Chicago Partners Investment Group
Illinois
$2.59M -$39.9K -357 -2%
SC
129
Sapient Capital
Indiana
$2.55M
William Blair & Company
130
William Blair & Company
Illinois
$2.55M -$16.1K -144 -0.6%
LJAC
131
L.J. Altfest & Co
New York
$2.52M -$151K -1,352 -6%
SDWMA
132
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.49M
ECM
133
Evergreen Capital Management
Washington
$2.44M -$7.6K -68 -0.3%
EFM
134
Eley Financial Management
Vermont
$2.41M +$102K +910 +4%
DE
135
Diversified Enterprises
Delaware
$2.35M +$476K +4,262 +25%
PA
136
PFG Advisors
Arizona
$2.31M -$36.8K -329 -2%
II
137
Impact Investors
California
$2.28M +$2.31M +20,718 New
HH
138
Hilltop Holdings
Texas
$2.26M +$165K +1,480 +8%
AAS
139
Avantax Advisory Services
Texas
$2.26M -$270K -2,416 -11%
TDWM
140
Topel & Distasi Wealth Management
California
$2.24M -$17.3K -155 -0.8%
SWM
141
SigFig Wealth Management
California
$2.23M -$92.7K -830 -4%
BWM
142
BigSur Wealth Management
Florida
$2.21M
AFA
143
Arlington Financial Advisors
California
$2.16M +$73.2K +655 +3%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$2.16M +$733K +6,563 +50%
CWI
145
Conscious Wealth Investments
Florida
$2.13M +$257K +2,296 +14%
HWM
146
HB Wealth Management
Georgia
$2.12M
BTW
147
Boston Trust Walden
Massachusetts
$2.11M
FWM
148
Fingerlakes Wealth Management
New York
$2.07M +$127K +1,137 +6%
NW
149
NewEdge Wealth
Pennsylvania
$2.01M
VC
150
Vicus Capital
Pennsylvania
$2M -$15.1K -135 -0.7%