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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Cornerstone Wealth Management
Missouri
$2.56M -$8.83K -73 -0.4%
AFA
127
Arlington Financial Advisors
California
$2.53M -$1.81K -15 -0.1%
BWM
128
BigSur Wealth Management
Florida
$2.52M
AIC
129
Allodium Investment Consultants
Minnesota
$2.51M -$83.3K -689 -3%
VC
130
Vicus Capital
Pennsylvania
$2.48M +$191K +1,578 +9%
SWM
131
SigFig Wealth Management
California
$2.48M -$22.4K -185 -0.9%
SFP
132
Shepherd Financial Partners
Massachusetts
$2.48M -$146K -1,210 -6%
HH
133
Hilltop Holdings
Texas
$2.47M -$48.7K -403 -2%
HWM
134
HB Wealth Management
Georgia
$2.42M
FWM
135
Fingerlakes Wealth Management
New York
$2.41M +$34.1K +282 +1%
ISFAN
136
Investor's Fiduciary Advisor Network
Washington
$2.4M -$114K -945 -5%
BTW
137
Boston Trust Walden
Massachusetts
$2.39M
MWM
138
Modera Wealth Management
New Jersey
$2.39M -$51.4K -425 -2%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$2.36M +$58K +480 +3%
P
140
Pitcairn
Pennsylvania
$2.3M +$552K +4,564 +33%
SCA
141
Snowden Capital Advisors
New York
$2.27M -$513K -4,245 -19%
CAM
142
Cresset Asset Management
Illinois
$2.27M
Jones Financial Companies
143
Jones Financial Companies
Missouri
$2.24M +$232K +1,920 +12%
FPAS
144
Focus Partners Advisor Solutions
Missouri
$2.22M +$1.06M +8,726 +102%
RWP
145
Revolve Wealth Partners
New Jersey
$2.2M -$52.8K -437 -2%
WA
146
Waverly Advisors
Alabama
$2.12M
MFG
147
Merit Financial Group
Georgia
$2.1M +$134K +1,109 +7%
NW
148
NewEdge Wealth
Pennsylvania
$2.09M +$121 +1 +0%
COCM
149
Charter Oak Capital Management
New Hampshire
$2.06M -$11.8K -98 -0.6%
PA
150
PFG Advisors
Arizona
$2.04M +$1.96M +16,214 New