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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$1.98M -$2.3K -19 -0.1%
FI
152
Financial Insights
Washington
$1.93M -$260K -2,152 -12%
IRC
153
Investors Research Corp
Georgia
$1.91M -$3.75K -31 -0.2%
TWP
154
Tempus Wealth Planning
California
$1.89M -$203K -1,680 -10%
MIA
155
MainStreet Investment Advisors
Illinois
$1.84M +$21.8K +180 +1%
SWM
156
Spire Wealth Management
Virginia
$1.84M +$24.7K +204 +1%
DWA
157
Davis Wealth Advisors
New Hampshire
$1.83M -$66.4K -549 -4%
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$1.8M -$88.1K -729 -5%
BAAM
159
Baker Avenue Asset Management
California
$1.79M +$63.5K +525 +4%
FFA
160
Farther Finance Advisors
California
$1.78M +$170K +1,410 +11%
WT
161
Whittier Trust
California
$1.77M – – –
SFA
162
Sequoia Financial Advisors
Ohio
$1.76M -$7.74K -64 -0.5%
ACA
163
Aptus Capital Advisors
Alabama
$1.73M +$10.2K +84 +0.6%
CI
164
CX Institutional
Indiana
$1.73M -$87.2K -721 -5%
AL
165
Aspiriant LLC
California
$1.7M – – –
SWA
166
Sax Wealth Advisors
New Jersey
$1.66M +$61.7K +510 +4%
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$1.66M -$109K -902 -6%
APW
168
Austin Private Wealth
Texas
$1.65M +$123K +1,016 +8%
WLIM
169
White Lighthouse Investment Management
Massachusetts
$1.61M +$242 +2 +0%
SFG
170
Sage Financial Group
Pennsylvania
$1.6M +$121 +1 +0%
SWA
171
SOA Wealth Advisors
New York
$1.59M +$121 +1 +0%
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
$1.57M +$97.7K +808 +7%
CHAM
173
Clear Harbor Asset Management
Connecticut
$1.53M -$121 -1 -0%
PW
174
Potentia Wealth
California
$1.52M – – –
CA
175
Continuum Advisory
Idaho
$1.5M -$16K -132 -1%