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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
176
Dorsey & Whitney Trust
South Dakota
$1.41M -$654K -6,242 -33%
CA
177
Continuum Advisory
Idaho
$1.39M -$109K -1,039 -8%
WF
178
WoodTrust Financial
Wisconsin
$1.36M +$636K +6,070 +95%
APW
179
Austin Private Wealth
Texas
$1.35M -$83.6K -797 -6%
MOS
180
MGO One Seven
Ohio
$1.34M -$82.8K -790 -6%
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$1.32M -$32.7K -312 -3%
CHAM
182
Clear Harbor Asset Management
Connecticut
$1.31M
BWA
183
Bordeaux Wealth Advisors
California
$1.31M
RIA
184
Regal Investment Advisors
Michigan
$1.29M +$14.6K +139 +1%
FFA
185
Farther Finance Advisors
California
$1.23M +$116K +1,104 +11%
MPW
186
MA Private Wealth
California
$1.23M -$76.7K -732 -6%
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$1.21M
BNP Paribas Financial Markets
188
BNP Paribas Financial Markets
France
$1.2M -$7.44K -71 -0.6%
WMP
189
Wealth Management Partners
Arizona
$1.18M -$57.8K -551 -5%
GDP
190
Great Diamond Partners
Maine
$1.18M -$40.8K -389 -3%
BDFN
191
Bond & Devick Financial Network
Minnesota
$1.17M -$12.8K -122 -1%
B
192
Bensler
Washington
$1.16M -$8.28K -79 -0.7%
AA
193
Axiom Advisory
California
$1.14M +$19.4K +185 +2%
CFGS
194
Concourse Financial Group Securities
Alabama
$1.13M -$37.7K -360 -3%
Baird Financial Group
195
Baird Financial Group
Wisconsin
$1.12M -$66.4K -633 -6%
CFG
196
Citizens Financial Group
Rhode Island
$1.11M
CAM
197
Carret Asset Management
New York
$1.1M +$1.06M +10,114 New
TC
198
TownSquare Capital
Utah
$1.09M -$77.1K -735 -7%
WA
199
Wealth Alliance
New York
$1.09M -$152K -1,449 -13%
LRWA
200
Long Run Wealth Advisors
New York
$1.07M -$3.25K -31 -0.3%