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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$777K
Baird Financial Group
152
Baird Financial Group
Wisconsin
$765K +$29.2K +431 +4%
PA
153
Paracle Advisors
Washington
$756K +$68 +1 +0%
Citigroup
154
Citigroup
New York
$754K -$7.52K -111 -1%
PMG
155
ProVise Management Group
Florida
$752K -$16.3K -240 -2%
IWC
156
Integrated Wealth Concepts
Massachusetts
$751K +$120K +1,770 +20%
BMM
157
Buffington Mohr McNeal
Idaho
$747K +$7.86K +116 +1%
SCM
158
Southport Capital Management
Tennessee
$724K +$5.83K +86 +0.9%
BAM
159
Barrett Asset Management
New York
$709K -$1.35K -20 -0.2%
DWM
160
Destination Wealth Management
California
$686K -$24.3K -358 -4%
HA
161
Harfst & Associates
Wyoming
$681K +$813 +12 +0.1%
Deutsche Bank
162
Deutsche Bank
Germany
$680K
BSWM
163
Boston Standard Wealth Management
Massachusetts
$665K +$1.97K +29 +0.3%
PBO
164
Peoples Bank (Ohio)
Ohio
$663K -$2.17K -32 -0.3%
CW
165
CreativeOne Wealth
Kansas
$663K +$628K +9,272 New
WWM
166
Western Wealth Management
Colorado
$652K +$11.7K +172 +2%
FLPIM
167
F.L. Putnam Investment Management
Massachusetts
$650K
TFS
168
TrustCore Financial Services
Tennessee
$632K +$19.2K +283 +3%
CFG
169
Cooper Financial Group
California
$630K +$22.6K +333 +4%
AF
170
Allworth Financial
California
$608K +$576K +8,504 New
MA
171
Mutual Advisors
Nebraska
$599K -$1.08K -16 -0.2%
AIM
172
Acropolis Investment Management
Missouri
$587K -$125K -1,840 -18%
CA
173
Cetera Advisors
Colorado
$579K
PCM
174
Pennsylvania Capital Management
Pennsylvania
$574K +$10.8K +160 +2%
BS
175
Banco Santander
Spain
$572K