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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
126
Sharkey, Howes & Javer
Colorado
$2.7M -$323K -2,525 -10%
ECM
127
Evergreen Capital Management
Washington
$2.67M +$2.05K +16 +0.1%
SDWMA
128
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.65M
AF
129
Allworth Financial
California
$2.6M -$15.2K -119 -0.6%
KeyBank National Association
130
KeyBank National Association
Ohio
$2.58M +$24.9K +195 +0.9%
Brown Advisory
131
Brown Advisory
Maryland
$2.57M +$1.92M +14,982 +239%
FWM
132
Fingerlakes Wealth Management
New York
$2.57M +$133K +1,037 +5%
LJAC
133
L.J. Altfest & Co
New York
$2.57M -$25.6K -200 -0.9%
William Blair & Company
134
William Blair & Company
Illinois
$2.47M -$250K -1,952 -9%
BWM
135
BigSur Wealth Management
Florida
$2.42M
MWM
136
Modern Wealth Management
Kansas
$2.4M -$91.2K -713 -4%
HWM
137
HB Wealth Management
Georgia
$2.34M +$13.3K +104 +0.5%
BTW
138
Boston Trust Walden
Massachusetts
$2.3M
MWM
139
Modera Wealth Management
New Jersey
$2.3M
AFA
140
Arlington Financial Advisors
California
$2.3M -$16.5K -129 -0.7%
SFP
141
Shepherd Financial Partners
Massachusetts
$2.29M +$384 +3 +0%
EWA
142
EP Wealth Advisors
California
$2.25M +$90.5K +708 +4%
CWM
143
Cornerstone Wealth Management
Missouri
$2.25M -$214K -1,675 -8%
AIC
144
Allodium Investment Consultants
Minnesota
$2.25M -$76.7K -600 -3%
SCA
145
Snowden Capital Advisors
New York
$2.22M +$30K +235 +1%
CAM
146
Cresset Asset Management
Illinois
$2.19M
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$2.18M +$1.77M +13,852 +334%
SWM
148
SigFig Wealth Management
California
$2.17M -$210K -1,645 -8%
RWP
149
Revolve Wealth Partners
New Jersey
$2.16M -$22.2K -174 -1%
WA
150
Waverly Advisors
Alabama
$2.14M +$35.5K +278 +2%