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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
176
Tempus Wealth Planning
California
$1.37M +$56.7K +567 +4%
APW
177
Austin Private Wealth
Texas
$1.37M -$61.1K -611 -4%
MOS
178
MGO One Seven
Ohio
$1.36M -$10.8K -108 -0.8%
T
179
TCWP
Ohio
$1.36M -$10.8K -108 -0.8%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$1.3M +$339K +3,387 +37%
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$1.3M +$2.7K +27 +0.2%
CHAM
182
Clear Harbor Asset Management
Connecticut
$1.25M +$300 +3 +0%
MPW
183
MA Private Wealth
California
$1.25M
BWA
184
Bordeaux Wealth Advisors
California
$1.25M
RIA
185
Regal Investment Advisors
Michigan
$1.22M +$9.01K +90 +0.8%
GWA
186
GGM Wealth Advisors
Maryland
$1.19M +$404K +4,035 +54%
WA
187
Wealth Alliance
New York
$1.19M +$901 +9 +0.1%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$1.18M
WMP
189
Wealth Management Partners
Arizona
$1.18M +$32.5K +325 +3%
GDP
190
Great Diamond Partners
Maine
$1.16M -$69.6K -696 -6%
BNP Paribas Financial Markets
191
BNP Paribas Financial Markets
France
$1.15M -$124K -1,243 -10%
Baird Financial Group
192
Baird Financial Group
Wisconsin
$1.14M +$13.8K +138 +1%
BDFN
193
Bond & Devick Financial Network
Minnesota
$1.13M -$16.9K -169 -2%
TC
194
TownSquare Capital
Utah
$1.12M -$84.8K -848 -7%
CFGS
195
Concourse Financial Group Securities
Alabama
$1.12M +$62K +620 +6%
B
196
Bensler
Washington
$1.12M -$200K -1,994 -16%
AA
197
Axiom Advisory
California
$1.07M +$1.07M +10,696 New
CAMV
198
Concord Asset Management (Virginia)
Virginia
$1.06M -$364K -3,636 -26%
FFA
199
Farther Finance Advisors
California
$1.06M +$94K +939 +10%
CFG
200
Citizens Financial Group
Rhode Island
$1.06M +$357K +3,572 +54%