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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
176
Baird Financial Group
Wisconsin
$825K -$225 -3 -0%
JMFC
177
J.M. Forbes & Co
Massachusetts
$823K +$8.86K +118 +1%
AF
178
AtlasMark Financial
Texas
$818K – – –
Vontobel Holding
179
Vontobel Holding
Switzerland
$816K +$915K +12,185 New
NFP
180
NorthLanding Financial Partners
New York
$808K +$906K +12,066 New
BWA
181
Bordeaux Wealth Advisors
California
$804K +$901K +12,000 New
TWP
182
Tempus Wealth Planning
California
$791K -$96.7K -1,288 -10%
BMM
183
Buffington Mohr McNeal
Idaho
$785K – – –
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$781K +$14.8K +197 +2%
MIA
185
MainStreet Investment Advisors
Illinois
$768K – – –
BSWM
186
Boston Standard Wealth Management
Massachusetts
$761K +$52.2K +695 +7%
Bank Julius Baer & Co
187
Bank Julius Baer & Co
Switzerland
$752K -$9.53K -127 -1%
SPC
188
Sigma Planning Corp
Michigan
$743K -$10.8K -144 -1%
WWA
189
WCG Wealth Advisors
Nevada
$742K -$123K -1,638 -13%
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$739K – – –
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$727K – – –
PA
192
Prism Advisors
California
$725K +$4.13K +55 +0.5%
FFN
193
Focus Financial Network
Minnesota
$722K +$22K +293 +3%
WA
194
Wealth Alliance
New York
$709K -$557K -7,422 -41%
SB
195
Strategic Blueprint
Georgia
$703K +$456K +6,075 +137%
AF
196
Advisornet Financial
Minnesota
$702K +$298K +3,967 +61%
T
197
TCWP
Ohio
$699K -$94.7K -1,262 -11%
SDWMA
198
Schneider Downs Wealth Management Advisors
Pennsylvania
$695K – – –
Deutsche Bank
199
Deutsche Bank
Germany
$687K – – –
KFSC
200
Keystone Financial Services (Colorado)
Colorado
$682K -$26.1K -348 -3%