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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
176
Evergreen Capital Management
Washington
$1.08M +$44.5K +494 +4%
IWC
177
Integrated Wealth Concepts
Massachusetts
$1.08M +$161K +1,784 +18%
GDP
178
Great Diamond Partners
Maine
$1.06M +$479K +5,316 +88%
EWM
179
Evercore Wealth Management
New York
$1.04M
AFG
180
Affinia Financial Group
Massachusetts
$1.01M +$191K +2,119 +23%
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$1.01M +$979K +10,860 New
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$1M
CPIG
183
Chicago Partners Investment Group
Illinois
$1M +$1.53K +17 +0.1%
TRCT
184
Tower Research Capital (TRC)
New York
$985K -$811K -8,997 -46%
HCA
185
Heck Capital Advisors
Wisconsin
$981K +$41.8K +464 +5%
SDWMA
186
Schneider Downs Wealth Management Advisors
Pennsylvania
$964K -$74K -821 -7%
BSWM
187
Boston Standard Wealth Management
Massachusetts
$935K +$2.71K +30 +0.3%
DIA
188
Dana Investment Advisors
Wisconsin
$934K +$906K +10,048 New
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$933K -$9.65K -107 -1%
CCM
190
Coldstream Capital Management
Washington
$919K +$90 +1 +0%
TFS
191
TrustCore Financial Services
Tennessee
$913K +$42.2K +468 +5%
CT
192
Cambridge Trust
Massachusetts
$899K +$77.3K +857 +10%
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$895K -$62.9K -698 -7%
DAS
194
Dynamic Advisor Solutions
Arizona
$889K -$451K -5,001 -34%
Fidelity Investments
195
Fidelity Investments
Massachusetts
$874K +$45.5K +505 +6%
BRWA
196
B. Riley Wealth Advisors
Florida
$874K +$54.5K +605 +7%
BIA
197
Bigelow Investment Advisors
Maine
$868K +$112K +1,240 +15%
Deutsche Bank
198
Deutsche Bank
Germany
$850K
HA
199
Harfst & Associates
Wyoming
$841K +$541 +6 +0.1%
MIA
200
MainStreet Investment Advisors
Illinois
$833K -$136K -1,510 -14%