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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
151
Davis Wealth Advisors
New Hampshire
$2.35M +$138K +1,007 +7%
AIC
152
Allodium Investment Consultants
Minnesota
$2.34M -$284K -2,075 -11%
NW
153
NewEdge Wealth
Pennsylvania
$2.34M +$137 +1 +0%
BSB
154
Bangor Savings Bank
Maine
$2.31M -$131K -957 -6%
CIA
155
Concurrent Investment Advisors
Florida
$2.29M +$236K +1,724 +12%
HH
156
Hilltop Holdings
Texas
$2.27M -$13.7K -100 -0.6%
CLIP
157
Colter Lewis Investment Partners
Connecticut
$2.21M +$2.13M +15,515 New
CBU
158
CIBC Bancorp USA
Illinois
$2.14M +$95.7K +698 +5%
VC
159
Vicus Capital
Pennsylvania
$2.13M -$176K -1,287 -8%
CI
160
CX Institutional
Indiana
$2.13M -$147K -1,070 -7%
TWP
161
Tempus Wealth Planning
California
$2.1M -$14.3K -104 -0.7%
IRC
162
Investors Research Corp
Georgia
$2.09M -$77.6K -566 -4%
PA
163
PFG Advisors
Arizona
$2.03M +$53.9K +393 +3%
SFA
164
Sequoia Financial Advisors
Ohio
$2.03M +$430K +3,134 +28%
HF
165
HRT Financial
New York
$2M +$1.92M +14,027 New
Corient Private Wealth
166
Corient Private Wealth
Florida
$1.98M -$6.56M -47,858 -78%
SWM
167
Spire Wealth Management
Virginia
$1.97M -$65.8K -480 -3%
MIA
168
MMBG Investment Advisors
Florida
$1.96M – – –
FI
169
Financial Insights
Washington
$1.95M -$58.5K -427 -3%
1CP
170
1015 Capital Partners
Pennsylvania
$1.93M -$110K -800 -6%
AWM
171
Apollon Wealth Management
South Carolina
$1.93M +$179K +1,305 +11%
HAG
172
HighPoint Advisor Group
Illinois
$1.93M -$1.51K -11 -0.1%
WLIM
173
White Lighthouse Investment Management
Massachusetts
$1.89M +$43.2K +315 +2%
AIP
174
Ameritas Investment Partners
Nebraska
$1.89M +$18.5K +135 +1%
SAI
175
Savvy Advisors Inc
New York
$1.88M +$4.25K +31 +0.2%