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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
151
Davis Wealth Advisors
New Hampshire
$1.8M -$105K -961 -5%
RWP
152
Revolve Wealth Partners
New Jersey
$1.77M +$70.4K +645 +4%
MWM
153
Modera Wealth Management
New Jersey
$1.77M – – –
WA
154
Waverly Advisors
Alabama
$1.73M +$1.59M +14,538 +628%
AWM
155
AE Wealth Management
Kansas
$1.72M +$1.52M +13,930 +492%
TWP
156
Tempus Wealth Planning
California
$1.71M +$350K +3,210 +24%
COCM
157
Charter Oak Capital Management
New Hampshire
$1.7M -$12.4K -114 -0.7%
EFG
158
Elios Financial Group
Ohio
$1.66M -$982 -9 -0.1%
ACA
159
Aptus Capital Advisors
Alabama
$1.66M -$98.4K -902 -5%
Citadel Advisors
160
Citadel Advisors
Florida
$1.65M +$1.64M +15,060 +1,471%
SWM
161
Spire Wealth Management
Virginia
$1.63M -$132K -1,214 -7%
AIP
162
Ameritas Investment Partners
Nebraska
$1.62M -$35K -321 -2%
CI
163
CX Institutional
Indiana
$1.57M +$293K +2,687 +21%
WLIM
164
White Lighthouse Investment Management
Massachusetts
$1.56M +$29.6K +271 +2%
EWA
165
EP Wealth Advisors
California
$1.54M +$18.7K +171 +1%
IRC
166
Investors Research Corp
Georgia
$1.54M +$8.51K +78 +0.5%
BSWM
167
Boston Standard Wealth Management
Massachusetts
$1.54M -$42.1K -386 -3%
BAAM
168
Baker Avenue Asset Management
California
$1.53M -$194K -1,775 -11%
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$1.51M -$124K -1,132 -7%
SFA
170
Sequoia Financial Advisors
Ohio
$1.49M -$75.9K -696 -5%
GWA
171
GGM Wealth Advisors
Maryland
$1.47M – – –
MIA
172
MainStreet Investment Advisors
Illinois
$1.44M +$1.54M +14,101 New
CCM
173
Coldstream Capital Management
Washington
$1.44M +$81K +742 +6%
WT
174
Whittier Trust
California
$1.43M – – –
Jones Financial Companies
175
Jones Financial Companies
Missouri
$1.41M +$434K +3,977 +40%