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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
$900K – – –
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$895K -$9.82K -122 -1%
MIA
153
MainStreet Investment Advisors
Illinois
$878K +$21.7K +270 +3%
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$878K +$21.7K +270 +3%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$837K -$74K -920 -8%
CCM
156
Coldstream Capital Management
Washington
$819K +$796K +9,890 New
HCA
157
Heck Capital Advisors
Wisconsin
$815K -$9.49K -118 -1%
DWM
158
Destination Wealth Management
California
$813K -$4.1K -51 -0.5%
WS
159
Wedbush Securities
California
$808K +$62.9K +782 +9%
BSWM
160
Boston Standard Wealth Management
Massachusetts
$803K +$32.7K +406 +4%
IWC
161
Integrated Wealth Concepts
Massachusetts
$792K -$181K -2,248 -19%
Citigroup
162
Citigroup
New York
$790K -$26.3K -327 -3%
BAM
163
Barrett Asset Management
New York
$788K -$28.2K -350 -4%
Deutsche Bank
164
Deutsche Bank
Germany
$787K – – –
HA
165
Harfst & Associates
Wyoming
$784K +$80 +1 +0%
SCM
166
Southport Capital Management
Tennessee
$778K -$10.3K -128 -1%
DJSG
167
D.J. St. Germain
Massachusetts
$766K – – –
FLPIM
168
F.L. Putnam Investment Management
Massachusetts
$752K – – –
MA
169
Mutual Advisors
Nebraska
$747K -$9.98K -124 -1%
FA
170
Financial Advisors
Massachusetts
$743K +$722K +8,968 New
WTC
171
WhitTier Trust Company
Nevada
$741K +$103K +1,284 +17%
TFS
172
TrustCore Financial Services
Tennessee
$730K +$1.21K +15 +0.2%
PWP
173
Principle Wealth Partners
Connecticut
$698K +$44.1K +548 +7%
IC
174
Inscription Capital
Texas
$698K +$678K +8,427 New
BRWA
175
B. Riley Wealth Advisors
Florida
$692K -$12.8K -159 -2%