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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
176
CX Institutional
Indiana
$1.37M -$2.11M -22,053 -62%
RIS
177
Retirement Income Solutions
Michigan
$1.35M
MOS
178
MGO One Seven
Ohio
$1.33M +$40.6K +425 +3%
T
179
TCWP
Ohio
$1.33M +$40.6K +425 +3%
NP
180
NorthRock Partners
Minnesota
$1.31M -$653K -6,824 -34%
BSW
181
Buckingham Strategic Wealth
Missouri
$1.31M +$287 +3 +0%
CA
182
Continuum Advisory
Idaho
$1.29M +$270K +2,826 +28%
FFN
183
Focus Financial Network
Minnesota
$1.29M +$54.9K +574 +4%
B
184
Bensler
Washington
$1.29M +$49.9K +522 +4%
TWP
185
Tempus Wealth Planning
California
$1.28M -$21.4K -224 -2%
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M -$93.9K -982 -7%
BNP Paribas Financial Markets
187
BNP Paribas Financial Markets
France
$1.24M +$67.4K +705 +6%
CHAM
188
Clear Harbor Asset Management
Connecticut
$1.21M +$155K +1,618 +16%
MPW
189
MA Private Wealth
California
$1.21M
BWA
190
Bordeaux Wealth Advisors
California
$1.21M
GDP
191
Great Diamond Partners
Maine
$1.2M -$14.6K -153 -1%
TC
192
TownSquare Capital
Utah
$1.17M +$219K +2,291 +25%
RIA
193
Regal Investment Advisors
Michigan
$1.17M -$21.1K -221 -2%
CQS
194
Credential Qtrade Securities
$1.17M -$960K -10,033 -46%
WA
195
Wealth Alliance
New York
$1.15M -$20.9K -219 -2%
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$1.12M -$1.82K -19 -0.2%
WMP
197
Wealth Management Partners
Arizona
$1.11M
BDFN
198
Bond & Devick Financial Network
Minnesota
$1.11M -$57.8K -604 -5%
LRWA
199
Long Run Wealth Advisors
New York
$1.09M +$25.8K +270 +3%
Vontobel Holding
200
Vontobel Holding
Switzerland
$1.09M -$37.8K -395 -4%