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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
151
Onyx Bridge Wealth Group
New York
$1.93M +$55.4K +496 +3%
MWM
152
Modera Wealth Management
New Jersey
$1.91M +$1.93M +17,286 New
SWM
153
Spire Wealth Management
Virginia
$1.89M -$58.4K -523 -3%
ACA
154
Aptus Capital Advisors
Alabama
$1.89M +$1.53M +13,668 +395%
AIC
155
Allodium Investment Consultants
Minnesota
$1.87M +$1.89M +16,919 New
COCM
156
Charter Oak Capital Management
New Hampshire
$1.84M -$8.71K -78 -0.5%
BAAM
157
Baker Avenue Asset Management
California
$1.84M -$47.4K -424 -2%
RWP
158
Revolve Wealth Partners
New Jersey
$1.84M +$13.3K +119 +0.7%
EFG
159
Elios Financial Group
Ohio
$1.79M -$110K -986 -6%
AIP
160
Ameritas Investment Partners
Nebraska
$1.78M -$24.6K -220 -1%
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$1.75M -$1.59M -14,219 -47%
SW
162
SVB Wealth
Massachusetts
$1.72M +$1.74M +15,592 New
SFA
163
Sequoia Financial Advisors
Ohio
$1.68M -$277K -2,480 -14%
BSWM
164
Boston Standard Wealth Management
Massachusetts
$1.68M +$5.03K +45 +0.3%
GM
165
GeoWealth Management
Illinois
$1.67M +$827K +7,399 +95%
Renaissance Technologies
166
Renaissance Technologies
New York
$1.66M +$1.06M +9,500 +170%
IRC
167
Investors Research Corp
Georgia
$1.65M +$8.83K +79 +0.5%
WLIM
168
White Lighthouse Investment Management
Massachusetts
$1.65M -$20K -179 -1%
EWA
169
EP Wealth Advisors
California
$1.64M -$20K -179 -1%
GWA
170
GGM Wealth Advisors
Maryland
$1.6M
UIA
171
Ulland Investment Advisors
Minnesota
$1.57M
WT
172
Whittier Trust
California
$1.54M +$19.3K +173 +1%
TC
173
TownSquare Capital
Utah
$1.51M +$412K +3,689 +37%
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$1.51M -$127K -1,135 -8%
TWP
175
Tempus Wealth Planning
California
$1.49M +$15.2K +136 +1%