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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AL
176
Aspiriant LLC
California
$1.49M +$811K +7,256 +116%
CCM
177
Coldstream Capital Management
Washington
$1.46M +$8.83K +79 +0.6%
FFN
178
Focus Financial Network
Minnesota
$1.45M -$3.02K -27 -0.2%
SFG
179
Sage Financial Group
Pennsylvania
$1.45M -$445K -3,984 -23%
Northern Trust
180
Northern Trust
Illinois
$1.44M -$640K -5,732 -31%
CI
181
CX Institutional
Indiana
$1.4M -$63K -564 -4%
CHAM
182
Clear Harbor Asset Management
Connecticut
$1.34M +$16.1K +144 +1%
CA
183
Continuum Advisory
Idaho
$1.33M -$22.8K -204 -2%
BWA
184
Bordeaux Wealth Advisors
California
$1.32M
APW
185
Austin Private Wealth
Texas
$1.31M -$59.5K -533 -4%
WF
186
WoodTrust Financial
Wisconsin
$1.31M -$66.9K -599 -5%
WTC
187
WhitTier Trust Company
Nevada
$1.28M +$712K +6,373 +122%
MOS
188
MGO One Seven
Ohio
$1.26M -$96K -859 -7%
MPW
189
MA Private Wealth
California
$1.25M +$7.26K +65 +0.6%
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$1.24M
DAS
191
Diversify Advisory Services
Utah
$1.23M -$511K -4,574 -29%
CFGS
192
Concourse Financial Group Securities
Alabama
$1.2M +$1.79K +16 +0.2%
GDP
193
Great Diamond Partners
Maine
$1.19M +$559 +5 +0%
WMP
194
Wealth Management Partners
Arizona
$1.19M -$223 -2 -0%
RIA
195
Regal Investment Advisors
Michigan
$1.18M -$123K -1,100 -9%
HFA
196
Hershey Financial Advisers
Pennsylvania
$1.18M +$1.2M +10,710 New
B
197
Bensler
Washington
$1.18M -$1.68K -15 -0.1%
BDFN
198
Bond & Devick Financial Network
Minnesota
$1.17M
DWT
199
Dorsey & Whitney Trust
South Dakota
$1.15M -$281K -2,514 -19%
CFG
200
Citizens Financial Group
Rhode Island
$1.11M -$14.5K -130 -1%