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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
176
Cambridge Trust
Massachusetts
$733K +$753K +8,812 New
MA
177
Mutual Advisors
Nebraska
$731K -$20.1K -235 -3%
BRWA
178
B. Riley Wealth Advisors
Florida
$731K +$14.2K +166 +2%
EH
179
Equitable Holdings
New York
$730K +$95.8K +1,120 +15%
PWP
180
Principle Wealth Partners
Connecticut
$701K
PCM
181
Pennsylvania Capital Management
Pennsylvania
$695K -$6.84K -80 -1%
PBO
182
Peoples Bank (Ohio)
Ohio
$690K -$3.85K -45 -0.5%
BlackRock
183
BlackRock
New York
$690K +$8.89K +104 +1%
MFW
184
Meristem Family Wealth
Minnesota
$681K +$99.9K +1,168 +17%
BIA
185
Bigelow Investment Advisors
Maine
$674K +$49.8K +582 +8%
RA
186
RFG Advisory
Alabama
$662K +$681K +7,961 New
ACG
187
Allen Capital Group
Nebraska
$656K
AIM
188
Acropolis Investment Management
Missouri
$650K
DC
189
DeDora Capital
California
$645K -$28.5K -333 -4%
ZCI
190
Zevenbergen Capital Investments
Washington
$639K +$17.1K +200 +3%
WCWM
191
Willow Creek Wealth Management
California
$637K
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$635K +$2.99K +35 +0.5%
VA
193
Valmark Advisers
Ohio
$628K -$2.14K -25 -0.3%
AWG
194
Altus Wealth Group
Colorado
$626K
RW
195
Rede Wealth
Virginia
$601K +$38.2K +447 +7%
CCA
196
Cobblestone Capital Advisors
New York
$594K
BNP Paribas Financial Markets
197
BNP Paribas Financial Markets
France
$591K -$98.3K -1,150 -14%
Citigroup
198
Citigroup
New York
$589K -$210K -2,460 -26%
FIA
199
Foundations Investment Advisors
Arizona
$584K -$3.08K -36 -0.5%
LWA
200
Lenox Wealth Advisors
New York
$584K