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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AL
176
Aspiriant LLC
California
$1.38M
SFG
177
Sage Financial Group
Pennsylvania
$1.34M -$6.11K -56 -0.4%
GS
178
GTS Securities
Florida
$1.31M +$1.19M +10,930 +594%
FFA
179
Farther Finance Advisors
California
$1.3M +$361K +3,305 +35%
SWA
180
SOA Wealth Advisors
New York
$1.3M -$3.98M -36,437 -74%
PW
181
Potentia Wealth
California
$1.25M +$265K +2,426 +25%
CHAM
182
Clear Harbor Asset Management
Connecticut
$1.25M +$109 +1 +0%
FFN
183
Focus Financial Network
Minnesota
$1.24M -$113K -1,032 -8%
CA
184
Continuum Advisory
Idaho
$1.23M -$2.84K -26 -0.2%
SW
185
SoFi Wealth
California
$1.23M +$1.14M +10,419 +650%
WF
186
WoodTrust Financial
Wisconsin
$1.23M +$14.9K +137 +1%
BWA
187
Bordeaux Wealth Advisors
California
$1.23M
TC
188
TownSquare Capital
Utah
$1.22M -$197K -1,802 -13%
SWA
189
Sax Wealth Advisors
New Jersey
$1.22M +$905K +8,295 +228%
MFG
190
Merit Financial Group
Georgia
$1.22M +$757K +6,943 +139%
APW
191
Austin Private Wealth
Texas
$1.21M -$13.9K -127 -1%
MOS
192
MGO One Seven
Ohio
$1.19M +$15.7K +144 +1%
RIA
193
Regal Investment Advisors
Michigan
$1.18M +$87.2K +799 +7%
RA
194
RFG Advisory
Alabama
$1.18M +$183K +1,679 +17%
WTC
195
WhitTier Trust Company
Nevada
$1.17M -$22.5K -206 -2%
MPW
196
MA Private Wealth
California
$1.16M
WMP
197
Wealth Management Partners
Arizona
$1.11M
BDFN
198
Bond & Devick Financial Network
Minnesota
$1.1M +$3.93K +36 +0.3%
GDP
199
Great Diamond Partners
Maine
$1.09M -$20K -183 -2%
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
$1.08M +$80.2K +735 +7%