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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$905K +$345K +4,423 +54%
BDFN
177
Bond & Devick Financial Network
Minnesota
$901K -$4.91K -63 -0.5%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$886K -$34.4K -442 -3%
RIS
179
Retirement Income Solutions
Michigan
$886K +$155K +1,989 +19%
AF
180
AtlasMark Financial
Texas
$878K – – –
JMFC
181
J.M. Forbes & Co
Massachusetts
$876K +$24.5K +314 +3%
MWM
182
Meridian Wealth Management
Kentucky
$860K +$932K +11,967 New
BMM
183
Buffington Mohr McNeal
Idaho
$843K – – –
T
184
TCWP
Ohio
$841K +$316K +4,063 +53%
MIA
185
MainStreet Investment Advisors
Illinois
$824K +$71.7K +920 +9%
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$824K +$71.7K +920 +9%
OPS
187
Orion Portfolio Solutions
Nebraska
$820K +$216K +2,771 +32%
GIA
188
Goodwin Investment Advisory
Georgia
$818K +$379K +4,870 +75%
Bank Julius Baer & Co
189
Bank Julius Baer & Co
Switzerland
$817K -$4.6K -59 -0.5%
SPC
190
Sigma Planning Corp
Michigan
$809K -$5.3K -68 -0.6%
BlackRock
191
BlackRock
New York
$801K +$284K +3,640 +49%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$793K +$36.1K +463 +4%
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$781K – – –
AssetMark Inc
194
AssetMark Inc
California
$778K +$678K +8,709 +414%
DIA
195
Dana Investment Advisors
Wisconsin
$777K +$842K +10,809 New
KFSC
196
Keystone Financial Services (Colorado)
Colorado
$776K +$296K +3,797 +61%
PA
197
Prism Advisors
California
$775K +$34.1K +438 +4%
BSWM
198
Boston Standard Wealth Management
Massachusetts
$773K +$33.1K +425 +4%
FFN
199
Focus Financial Network
Minnesota
$754K +$48.5K +622 +6%
TFS
200
TrustCore Financial Services
Tennessee
$751K +$41.2K +529 +5%