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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
$2M -$233K -2,190 -11%
WA
152
Waverly Advisors
Alabama
$1.96M
NW
153
NewEdge Wealth
Pennsylvania
$1.95M -$192K -1,803 -10%
AWS
154
Atria Wealth Solutions
New York
$1.94M -$6.66M -62,499 -79%
TWP
155
Tempus Wealth Planning
California
$1.93M -$9.27K -87 -0.5%
COCM
156
Charter Oak Capital Management
New Hampshire
$1.91M -$10.3K -97 -0.6%
Jones Financial Companies
157
Jones Financial Companies
Missouri
$1.86M +$233K +2,186 +16%
AIP
158
Ameritas Investment Partners
Nebraska
$1.83M -$6.18K -58 -0.4%
MFG
159
Merit Financial Group
Georgia
$1.81M +$385K +3,615 +30%
IRC
160
Investors Research Corp
Georgia
$1.76M +$11.4K +107 +0.7%
EFG
161
Elios Financial Group
Ohio
$1.75M -$129K -1,213 -7%
MPWT
162
MassMutual Private Wealth & Trust
Connecticut
$1.75M +$34.9K +328 +2%
TRCT
163
Tower Research Capital (TRC)
New York
$1.72M +$980K +9,204 +165%
CI
164
CX Institutional
Indiana
$1.68M -$98.1K -921 -6%
MIA
165
MainStreet Investment Advisors
Illinois
$1.68M +$34.9K +328 +2%
SWM
166
Spire Wealth Management
Virginia
$1.67M -$165K -1,548 -10%
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$1.64M +$39K +366 +3%
SFA
168
Sequoia Financial Advisors
Ohio
$1.63M -$55.3K -519 -4%
WT
169
Whittier Trust
California
$1.62M
BAAM
170
Baker Avenue Asset Management
California
$1.59M -$127K -1,193 -8%
ACA
171
Aptus Capital Advisors
Alabama
$1.59M -$272K -2,554 -16%
P
172
Pitcairn
Pennsylvania
$1.59M -$1.77M -16,576 -55%
AL
173
Aspiriant LLC
California
$1.57M
OCM
174
One Capital Management
California
$1.52M -$2.48M -23,274 -64%
WLIM
175
White Lighthouse Investment Management
Massachusetts
$1.49M -$258K -2,426 -16%