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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
151
Dana Investment Advisors
Wisconsin
$1.75M +$1.63M +19,188 New
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$1.74M -$986K -11,627 -38%
BTW
153
Boston Trust Walden
Massachusetts
$1.74M +$1.19K +14 +0.1%
NW
154
NewEdge Wealth
Pennsylvania
$1.66M +$85 +1 +0%
CA
155
Cetera Advisors
Colorado
$1.65M +$143K +1,683 +10%
GM
156
GeoWealth Management
Illinois
$1.65M +$1.54M +18,140 New
Wealthfront Advisers
157
Wealthfront Advisers
California
$1.62M +$52.7K +621 +4%
CAMV
158
Concord Asset Management (Virginia)
Virginia
$1.61M -$528K -6,224 -26%
Renaissance Technologies
159
Renaissance Technologies
New York
$1.59M +$865K +10,200 +140%
VC
160
Vicus Capital
Pennsylvania
$1.59M -$208K -2,455 -12%
WLIM
161
White Lighthouse Investment Management
Massachusetts
$1.58M -$26.8K -316 -2%
AIP
162
Ameritas Investment Partners
Nebraska
$1.58M -$21.4K -252 -1%
SFG
163
Sage Financial Group
Pennsylvania
$1.58M +$94.7K +1,116 +7%
AFS
164
Annapolis Financial Services
Maryland
$1.57M
AWM
165
AE Wealth Management
Kansas
$1.53M +$192K +2,266 +16%
COCM
166
Charter Oak Capital Management
New Hampshire
$1.52M -$2.97K -35 -0.2%
DI
167
DFPG Investments
Utah
$1.52M -$70K -825 -5%
CCM
168
Coldstream Capital Management
Washington
$1.49M -$60.7K -716 -4%
EWA
169
EP Wealth Advisors
California
$1.43M -$48K -566 -3%
CWI
170
Conscious Wealth Investments
Florida
$1.42M +$1.28M +15,082 New
MIA
171
MainStreet Investment Advisors
Illinois
$1.42M +$144K +1,692 +12%
PWM
172
Perigon Wealth Management
California
$1.37M +$86.5K +1,020 +7%
IRC
173
Investors Research Corp
Georgia
$1.35M +$2.97K +35 +0.2%
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$1.34M +$135K +1,594 +12%
FWM
175
Fingerlakes Wealth Management
New York
$1.34M +$170 +2 +0%