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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
151
1832 Asset Management
Ontario, Canada
$1.76M +$731K +7,645 +78%
NW
152
NewEdge Wealth
Pennsylvania
$1.76M
VC
153
Vicus Capital
Pennsylvania
$1.75M -$10K -105 -0.6%
AFS
154
Annapolis Financial Services
Maryland
$1.74M
AIP
155
Ameritas Investment Partners
Nebraska
$1.74M -$8.89K -93 -0.5%
SFG
156
Sage Financial Group
Pennsylvania
$1.73M -$10.6K -111 -0.6%
CCM
157
Coldstream Capital Management
Washington
$1.73M +$79.5K +831 +5%
WLIM
158
White Lighthouse Investment Management
Massachusetts
$1.72M -$27.3K -285 -2%
COCM
159
Charter Oak Capital Management
New Hampshire
$1.7M +$12.6K +132 +0.8%
CWI
160
Conscious Wealth Investments
Florida
$1.57M +$121K +1,269 +8%
MIA
161
MainStreet Investment Advisors
Illinois
$1.57M
EWA
162
EP Wealth Advisors
California
$1.53M -$44.4K -464 -3%
IRC
163
Investors Research Corp
Georgia
$1.49M -$9.18K -96 -0.6%
FWM
164
Fingerlakes Wealth Management
New York
$1.49M -$191 -2 -0%
ITB
165
Idaho Trust Bank
Idaho
$1.49M +$1.41M +14,733 New
BSWM
166
Boston Standard Wealth Management
Massachusetts
$1.48M +$140K +1,461 +11%
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$1.46M +$110K +1,146 +8%
RWP
168
Revolve Wealth Partners
New Jersey
$1.44M +$72.6K +759 +6%
UIA
169
Ulland Investment Advisors
Minnesota
$1.44M
AWM
170
Apollon Wealth Management
South Carolina
$1.43M -$16.1K -168 -1%
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$1.41M -$68.8K -719 -5%
CAMV
172
Concord Asset Management (Virginia)
Virginia
$1.4M -$368K -3,844 -22%
WT
173
Whittier Trust
California
$1.39M
Renaissance Technologies
174
Renaissance Technologies
New York
$1.38M -$363K -3,800 -22%
APW
175
Austin Private Wealth
Texas
$1.38M +$63.8K +667 +5%