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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
126
William Blair & Company
Illinois
$2.35M -$14.4K -132 -0.6%
LJAC
127
L.J. Altfest & Co
New York
$2.31M -$33.1K -303 -1%
SFP
128
Shepherd Financial Partners
Massachusetts
$2.28M -$382K -3,501 -14%
ECM
129
Evergreen Capital Management
Washington
$2.27M +$109 +1 +0%
SDWMA
130
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.24M -$78.1K -716 -3%
FI
131
Financial Insights
Washington
$2.19M -$272K -2,490 -10%
II
132
Impact Investors
California
$2.14M +$15.2K +139 +0.7%
CWI
133
Conscious Wealth Investments
Florida
$2.13M +$152K +1,396 +7%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$2.12M -$359K -3,289 -14%
Wealthfront Advisers
135
Wealthfront Advisers
California
$2.1M -$565K -5,175 -20%
CAM
136
Cresset Asset Management
Illinois
$2.09M -$579K -5,304 -21%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$2.08M +$81.3K +745 +4%
KAS
138
Kestra Advisory Services
Texas
$2.08M -$402K -3,686 -15%
HH
139
Hilltop Holdings
Texas
$2.06M -$50K -458 -2%
BWM
140
BigSur Wealth Management
Florida
$2.05M
SWM
141
SigFig Wealth Management
California
$2.04M -$10.5K -96 -0.5%
AFA
142
Arlington Financial Advisors
California
$2.03M +$21.3K +195 +1%
OBWG
143
Onyx Bridge Wealth Group
New York
$1.99M +$211K +1,932 +11%
AIC
144
Allodium Investment Consultants
Minnesota
$1.98M +$262K +2,399 +14%
HWM
145
HB Wealth Management
Georgia
$1.97M
BTW
146
Boston Trust Walden
Massachusetts
$1.95M -$3.27K -30 -0.2%
PA
147
PFG Advisors
Arizona
$1.94M -$221K -2,030 -10%
FWM
148
Fingerlakes Wealth Management
New York
$1.92M +$2.07K +19 +0.1%
NW
149
NewEdge Wealth
Pennsylvania
$1.85M -$10.3K -94 -0.5%
VC
150
Vicus Capital
Pennsylvania
$1.8M -$53.9K -494 -3%