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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPW
176
MA Private Wealth
California
$1.1M +$715 +9 +0.1%
BSWM
177
Boston Standard Wealth Management
Massachusetts
$1.08M +$11.9K +150 +1%
Vontobel Holding
178
Vontobel Holding
Switzerland
$1.07M +$85.4K +1,074 +9%
AF
179
AtlasMark Financial
Texas
$1.03M
GDP
180
Great Diamond Partners
Maine
$1.01M +$76.7K +965 +9%
BWA
181
Bordeaux Wealth Advisors
California
$1.01M
EBT
182
Enterprise Bank & Trust
Massachusetts
$1.01M
T
183
TCWP
Ohio
$972K +$86.2K +1,084 +10%
BDFN
184
Bond & Devick Financial Network
Minnesota
$965K +$45K +566 +5%
APW
185
Austin Private Wealth
Texas
$945K +$60.9K +766 +7%
BNP Paribas Financial Markets
186
BNP Paribas Financial Markets
France
$922K +$169K +2,121 +24%
UCFA
187
United Capital Financial Advisors
Texas
$919K +$57.6K +725 +7%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$914K
Baird Financial Group
189
Baird Financial Group
Wisconsin
$910K -$40.8K -513 -5%
RIA
190
Regal Investment Advisors
Michigan
$905K +$7.95K +100 +0.9%
SPC
191
Sigma Planning Corp
Michigan
$887K -$38.2K -481 -4%
CHAM
192
Clear Harbor Asset Management
Connecticut
$875K +$46.9K +590 +6%
WMP
193
Wealth Management Partners
Arizona
$874K -$10.5K -132 -1%
SDWMA
194
Schneider Downs Wealth Management Advisors
Pennsylvania
$874K
WA
195
Wealth Alliance
New York
$866K -$45.9K -577 -5%
BSW
196
Buckingham Strategic Wealth
Missouri
$862K -$27.5K -346 -3%
AWM
197
Apollon Wealth Management
South Carolina
$842K +$272K +3,418 +52%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$838K -$8.82K -111 -1%
DWM
199
Destination Wealth Management
California
$838K -$25.7K -323 -3%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$836K +$412K +5,190 +109%