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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$2.78M -$502K -3,931 -15%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$2.78M -$126K -988 -4%
LJAC
128
L.J. Altfest & Co
New York
$2.75M -$69.9K -547 -2%
KeyBank National Association
129
KeyBank National Association
Ohio
$2.71M -$66.8K -523 -2%
CWI
130
Conscious Wealth Investments
Florida
$2.69M +$34.7K +272 +1%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$2.66M +$244K +1,911 +10%
MWM
132
Modern Wealth Management
Kansas
$2.62M -$80.5K -630 -3%
Jones Financial Companies
133
Jones Financial Companies
Missouri
$2.62M +$301K +2,353 +13%
CWM
134
Cornerstone Wealth Management
Missouri
$2.61M -$13.4K -105 -0.5%
FWM
135
Fingerlakes Wealth Management
New York
$2.59M +$124K +970 +5%
BWM
136
BigSur Wealth Management
Florida
$2.58M
SWM
137
SigFig Wealth Management
California
$2.52M -$24.4K -191 -1%
HH
138
Hilltop Holdings
Texas
$2.49M -$33.8K -265 -1%
HWM
139
HB Wealth Management
Georgia
$2.48M
ISFAN
140
Investor's Fiduciary Advisor Network
Washington
$2.47M +$9.84K +77 +0.4%
AIC
141
Allodium Investment Consultants
Minnesota
$2.46M -$105K -819 -4%
AFA
142
Arlington Financial Advisors
California
$2.46M -$127K -996 -5%
BTW
143
Boston Trust Walden
Massachusetts
$2.45M
MWM
144
Modera Wealth Management
New Jersey
$2.45M
SFP
145
Shepherd Financial Partners
Massachusetts
$2.43M -$101K -791 -4%
SCA
146
Snowden Capital Advisors
New York
$2.33M +$3.58K +28 +0.2%
CAM
147
Cresset Asset Management
Illinois
$2.33M +$1.79K +14 +0.1%
RWP
148
Revolve Wealth Partners
New Jersey
$2.32M +$66.9K +524 +3%
EWA
149
EP Wealth Advisors
California
$2.31M +$2.29M +17,898 New
WA
150
Waverly Advisors
Alabama
$2.24M +$70K +548 +3%