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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
176
Chicago Partners Investment Group
Illinois
$905K -$30.3K -422 -4%
MPWT
177
MassMutual Private Wealth & Trust
Connecticut
$884K +$46.8K +651 +6%
MIA
178
MainStreet Investment Advisors
Illinois
$884K +$60.9K +848 +7%
RIS
179
Retirement Income Solutions
Michigan
$872K -$12.4K -172 -1%
NFP
180
NorthLanding Financial Partners
New York
$870K +$3.38K +47 +0.4%
BSWM
181
Boston Standard Wealth Management
Massachusetts
$865K +$48.6K +676 +6%
BWA
182
Bordeaux Wealth Advisors
California
$861K – – –
Vontobel Holding
183
Vontobel Holding
Switzerland
$854K -$20.6K -287 -2%
BMM
184
Buffington Mohr McNeal
Idaho
$842K – – –
Baird Financial Group
185
Baird Financial Group
Wisconsin
$809K -$75.3K -1,048 -9%
BIA
186
Bigelow Investment Advisors
Maine
$802K +$76.1K +1,059 +10%
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$792K – – –
FFN
188
Focus Financial Network
Minnesota
$791K +$16.9K +235 +2%
PWM
189
Perigon Wealth Management
California
$789K +$114K +1,582 +17%
Jane Street
190
Jane Street
New York
$788K -$1.25M -17,433 -61%
PA
191
Prism Advisors
California
$785K +$7.26K +101 +0.9%
BDFN
192
Bond & Devick Financial Network
Minnesota
$782K -$125K -1,741 -14%
SPC
193
Sigma Planning Corp
Michigan
$767K -$30.3K -421 -4%
BSW
194
Buckingham Strategic Wealth
Missouri
$760K -$844K -11,747 -53%
WMP
195
Wealth Management Partners
Arizona
$760K -$71.9K -1,000 -8%
SDWMA
196
Schneider Downs Wealth Management Advisors
Pennsylvania
$745K – – –
HPM
197
Hoxton Planning & Management
West Virginia
$722K +$722K +10,052 New
RBC
198
Romano Brothers & Co
Illinois
$714K – – –
SWM
199
SigFig Wealth Management
California
$706K +$130K +1,807 +9%
DWM
200
Destination Wealth Management
California
$704K +$47.4K +659 +7%