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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
176
Vontobel Holding
Switzerland
$905K -$22.6K -299 -3%
RIS
177
Retirement Income Solutions
Michigan
$900K -$46.7K -618 -5%
CPIG
178
Chicago Partners Investment Group
Illinois
$893K +$1.51K +20 +0.2%
PWM
179
Perigon Wealth Management
California
$891K +$32.8K +434 +4%
EWA
180
EP Wealth Advisors
California
$889K +$897K +11,880 +274%
Baird Financial Group
181
Baird Financial Group
Wisconsin
$883K +$4K +53 +0.5%
GDP
182
Great Diamond Partners
Maine
$862K -$144K -1,912 -15%
SPC
183
Sigma Planning Corp
Michigan
$860K +$25.8K +341 +3%
BDFN
184
Bond & Devick Financial Network
Minnesota
$850K
WA
185
Wealth Alliance
New York
$848K +$112K +1,488 +16%
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$847K
FFN
187
Focus Financial Network
Minnesota
$847K -$12K -159 -1%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$832K -$27.7K -367 -3%
RIA
189
Regal Investment Advisors
Michigan
$831K -$234K -3,098 -23%
WMP
190
Wealth Management Partners
Arizona
$820K -$36.6K -484 -4%
APW
191
Austin Private Wealth
Texas
$816K -$237K -3,132 -23%
T
192
TCWP
Ohio
$816K -$214K -2,832 -21%
MOS
193
MGO One Seven
Ohio
$816K +$790K +10,464 New
SDWMA
194
Schneider Downs Wealth Management Advisors
Pennsylvania
$809K
DWM
195
Destination Wealth Management
California
$802K +$35.8K +474 +5%
UCFA
196
United Capital Financial Advisors
Texas
$795K -$197K -2,602 -20%
RBC
197
Romano Brothers & Co
Illinois
$788K +$11.3K +150 +2%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$785K +$75.9K +1,005 +11%
PA
199
Prism Advisors
California
$768K -$81.7K -1,081 -10%
CHAM
200
Clear Harbor Asset Management
Connecticut
$765K +$54.5K +721 +8%