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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
176
B. Riley Wealth Advisors
Florida
$942K +$125K +1,460 +16%
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$941K
KWM
178
Kingsview Wealth Management
Oregon
$936K +$927K +10,811 New
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$915K -$20.1K -234 -2%
BIA
180
Bigelow Investment Advisors
Maine
$915K +$105K +1,221 +13%
MIA
181
MainStreet Investment Advisors
Illinois
$913K +$136K +1,585 +18%
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$913K +$136K +1,585 +18%
SDWMA
183
Schneider Downs Wealth Management Advisors
Pennsylvania
$899K
PA
184
Prism Advisors
California
$895K +$254K +2,958 +40%
RIS
185
Retirement Income Solutions
Michigan
$895K +$425K +4,950 +92%
Deutsche Bank
186
Deutsche Bank
Germany
$889K +$95.2K +1,110 +12%
BSWM
187
Boston Standard Wealth Management
Massachusetts
$888K +$16.1K +188 +2%
RIA
188
Regal Investment Advisors
Michigan
$886K +$337K +3,934 +62%
CPIG
189
Chicago Partners Investment Group
Illinois
$883K +$1.29K +15 +0.1%
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$874K +$40K +467 +5%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$870K +$429 +5 +0%
CCM
192
Coldstream Capital Management
Washington
$867K +$9.95K +116 +1%
HCA
193
Heck Capital Advisors
Wisconsin
$865K -$48.5K -565 -5%
MSWMA
194
Market Street Wealth Management Advisors
Indiana
$864K +$275K +3,202 +47%
TFS
195
TrustCore Financial Services
Tennessee
$858K +$6.86K +80 +0.8%
FFN
196
Focus Financial Network
Minnesota
$855K +$846K +9,868 New
DAS
197
Dynamic Advisor Solutions
Arizona
$837K +$7.38K +86 +0.9%
CT
198
Cambridge Trust
Massachusetts
$836K -$1.37K -16 -0.2%
BNP Paribas Financial Markets
199
BNP Paribas Financial Markets
France
$835K +$171K +1,995 +26%
BAM
200
Barrett Asset Management
New York
$823K +$60K +700 +8%