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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
$2.54M
CWI
127
Conscious Wealth Investments
Florida
$2.48M +$33.5K +315 +2%
MWM
128
Modern Wealth Management
Kansas
$2.43M +$2M +18,817 +878%
SFP
129
Shepherd Financial Partners
Massachusetts
$2.42M -$150K -1,409 -6%
AIC
130
Allodium Investment Consultants
Minnesota
$2.4M +$141K +1,321 +7%
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$2.38M -$47.1K -442 -2%
CWM
132
Cornerstone Wealth Management
Missouri
$2.37M -$333K -3,125 -13%
Wealthfront Advisers
133
Wealthfront Advisers
California
$2.37M -$9.37K -88 -0.4%
AFA
134
Arlington Financial Advisors
California
$2.34M +$30.7K +288 +1%
ISFAN
135
Investor's Fiduciary Advisor Network
Washington
$2.32M -$775K -7,282 -27%
BWM
136
BigSur Wealth Management
Florida
$2.32M
HH
137
Hilltop Holdings
Texas
$2.32M -$7.35K -69 -0.3%
SWM
138
SigFig Wealth Management
California
$2.31M -$2.98K -28 -0.1%
SW
139
SoFi Wealth
California
$2.31M +$837K +7,863 +65%
MWM
140
Modera Wealth Management
New Jersey
$2.25M +$226K +2,125 +12%
HWM
141
HB Wealth Management
Georgia
$2.23M
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$2.23M -$3.28M -30,821 -62%
BTW
143
Boston Trust Walden
Massachusetts
$2.21M -$6.82K -64 -0.3%
FWM
144
Fingerlakes Wealth Management
New York
$2.19M +$10.4K +98 +0.5%
EWA
145
EP Wealth Advisors
California
$2.19M +$403K +3,787 +25%
Fidelity Investments
146
Fidelity Investments
Massachusetts
$2.12M -$217K -2,034 -10%
VC
147
Vicus Capital
Pennsylvania
$2.1M +$52.5K +493 +3%
CAM
148
Cresset Asset Management
Illinois
$2.1M -$255K -2,399 -12%
RWP
149
Revolve Wealth Partners
New Jersey
$2.08M +$62.1K +583 +3%
FI
150
Financial Insights
Washington
$2.03M -$419K -3,935 -18%