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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
151
Baker Avenue Asset Management
California
$1.86M -$206K -1,962 -10%
D
152
Diversified
Delaware
$1.86M -$137K -1,302 -7%
DE
153
Diversified Enterprises
Delaware
$1.86M +$1.79M +17,075 New
OBWG
154
Onyx Bridge Wealth Group
New York
$1.85M -$325K -3,103 -15%
Wealth Enhancement Advisory Services
155
Wealth Enhancement Advisory Services
Minnesota
$1.83M -$357K -3,408 -17%
COCM
156
Charter Oak Capital Management
New Hampshire
$1.82M -$20K -191 -1%
CWI
157
Conscious Wealth Investments
Florida
$1.81M -$24.4K -233 -1%
RWP
158
Revolve Wealth Partners
New Jersey
$1.8M +$63.5K +606 +4%
AIP
159
Ameritas Investment Partners
Nebraska
$1.78M -$23.5K -224 -1%
DAS
160
Diversify Advisory Services
Utah
$1.74M -$179K -1,712 -10%
BBNA
161
Bremer Bank National Association
Minnesota
$1.67M -$2.69M -25,702 -63%
BSWM
162
Boston Standard Wealth Management
Massachusetts
$1.65M +$35.8K +341 +2%
WLIM
163
White Lighthouse Investment Management
Massachusetts
$1.65M -$29.7K -283 -2%
EWA
164
EP Wealth Advisors
California
$1.64M +$121K +1,155 +8%
IRC
165
Investors Research Corp
Georgia
$1.62M +$18.3K +175 +1%
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$1.61M +$14.7K +140 +1%
GWA
167
GGM Wealth Advisors
Maryland
$1.58M +$322K +3,075 +27%
UIA
168
Ulland Investment Advisors
Minnesota
$1.55M
MIA
169
MainStreet Investment Advisors
Illinois
$1.53M -$61.3K -585 -4%
WT
170
Whittier Trust
California
$1.5M
TWP
171
Tempus Wealth Planning
California
$1.46M +$17.7K +169 +1%
CI
172
CX Institutional
Indiana
$1.44M -$1.36K -13 -0.1%
CCM
173
Coldstream Capital Management
Washington
$1.44M -$27.4K -261 -2%
FFN
174
Focus Financial Network
Minnesota
$1.44M -$35.2K -336 -2%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$1.41M +$48.2K +460 +4%