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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$1.51M -$127K -1,135 -8%
TWP
177
Tempus Wealth Planning
California
$1.49M +$15.2K +136 +1%
AL
178
Aspiriant LLC
California
$1.49M +$811K +7,256 +116%
CCM
179
Coldstream Capital Management
Washington
$1.46M +$8.83K +79 +0.6%
FFN
180
Focus Financial Network
Minnesota
$1.45M -$3.02K -27 -0.2%
SFG
181
Sage Financial Group
Pennsylvania
$1.45M -$445K -3,984 -23%
Northern Trust
182
Northern Trust
Illinois
$1.44M -$640K -5,732 -31%
CI
183
CX Institutional
Indiana
$1.4M -$63K -564 -4%
CHAM
184
Clear Harbor Asset Management
Connecticut
$1.34M +$16.1K +144 +1%
CA
185
Continuum Advisory
Idaho
$1.33M -$22.8K -204 -2%
BWA
186
Bordeaux Wealth Advisors
California
$1.32M – – –
APW
187
Austin Private Wealth
Texas
$1.31M -$59.5K -533 -4%
WF
188
WoodTrust Financial
Wisconsin
$1.31M -$66.9K -599 -5%
WTC
189
WhitTier Trust Company
Nevada
$1.28M +$712K +6,373 +122%
MOS
190
MGO One Seven
Ohio
$1.26M -$96K -859 -7%
MPW
191
MA Private Wealth
California
$1.25M +$7.26K +65 +0.6%
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$1.24M – – –
DAS
193
Diversify Advisory Services
Utah
$1.23M -$511K -4,574 -29%
CFGS
194
Concourse Financial Group Securities
Alabama
$1.2M +$1.79K +16 +0.2%
GDP
195
Great Diamond Partners
Maine
$1.19M +$559 +5 +0%
WMP
196
Wealth Management Partners
Arizona
$1.19M -$223 -2 -0%
RIA
197
Regal Investment Advisors
Michigan
$1.18M -$123K -1,100 -9%
HFA
198
Hershey Financial Advisers
Pennsylvania
$1.18M +$1.2M +10,710 New
B
199
Bensler
Washington
$1.18M -$1.68K -15 -0.1%
BDFN
200
Bond & Devick Financial Network
Minnesota
$1.17M – – –