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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
151
DFPG Investments
Utah
$1.27M +$1.23M +16,300 New
CCM
152
Coldstream Capital Management
Washington
$1.24M +$23.6K +313 +2%
CA
153
Cetera Advisors
Colorado
$1.23M -$155K -2,048 -11%
WT
154
Whittier Trust
California
$1.23M
Citadel Advisors
155
Citadel Advisors
Florida
$1.21M -$3M -39,688 -72%
IRC
156
Investors Research Corp
Georgia
$1.2M -$41.7K -552 -3%
AWM
157
AE Wealth Management
Kansas
$1.11M -$276K -3,658 -20%
UIA
158
Ulland Investment Advisors
Minnesota
$1.11M
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$1.1M -$80.1K -1,060 -7%
FWM
160
Fingerlakes Wealth Management
New York
$1.09M -$8.23K -109 -0.8%
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$1.08M -$25.8K -342 -2%
NA
162
NewEdge Advisors
Louisiana
$1.06M -$51.1K -677 -5%
MIA
163
MainStreet Investment Advisors
Illinois
$1.06M +$93.7K +1,241 +10%
TWP
164
Tempus Wealth Planning
California
$1.04M -$22.4K -296 -2%
MPW
165
MA Private Wealth
California
$1.02M +$288K +3,817 +41%
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$995K +$33.3K +441 +4%
BSWM
167
Boston Standard Wealth Management
Massachusetts
$989K +$48.4K +641 +5%
AF
168
AtlasMark Financial
Texas
$953K +$923K +12,216 New
WAM
169
WNY Asset Management
New York
$951K -$219K -2,897 -19%
NFP
170
NorthLanding Financial Partners
New York
$945K +$755 +10 +0.1%
1WM
171
1900 Wealth Management
Texas
$938K -$8.16K -108 -0.8%
BWA
172
Bordeaux Wealth Advisors
California
$936K
EBT
173
Enterprise Bank & Trust
Massachusetts
$935K -$56.7K -750 -6%
BPA
174
Beacon Pointe Advisors
California
$927K +$898K +11,881 New
BMM
175
Buffington Mohr McNeal
Idaho
$915K