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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Apollon Wealth Management
South Carolina
$1.48M +$21.9K +181 +2%
FFN
177
Focus Financial Network
Minnesota
$1.44M +$155K +1,279 +13%
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$1.43M
BSWM
179
Boston Standard Wealth Management
Massachusetts
$1.42M +$3.14K +26 +0.2%
CCM
180
Coldstream Capital Management
Washington
$1.4M -$134K -1,106 -9%
B
181
Bensler
Washington
$1.38M -$9.55K -79 -0.7%
WMP
182
Wealth Management Partners
Arizona
$1.37M -$242 -2 -0%
RA
183
RFG Advisory
Alabama
$1.36M -$44.1K -365 -3%
MPW
184
MA Private Wealth
California
$1.36M -$63K -521 -5%
WTC
185
WhitTier Trust Company
Nevada
$1.35M -$70.7K -585 -5%
RIA
186
Regal Investment Advisors
Michigan
$1.34M -$19.3K -160 -1%
FHA
187
Flagship Harbor Advisors
Massachusetts
$1.34M +$55.1K +456 +4%
OCM
188
One Capital Management
California
$1.33M -$305K -2,519 -19%
GDP
189
Great Diamond Partners
Maine
$1.32M +$35.5K +294 +3%
Citigroup
190
Citigroup
New York
$1.32M +$599K +4,955 +90%
QCM
191
QRG Capital Management
Illinois
$1.31M -$102K -841 -7%
Renaissance Technologies
192
Renaissance Technologies
New York
$1.27M +$798K +6,600 +189%
KWA
193
Kingswood Wealth Advisors
California
$1.24M +$112K +924 +10%
KPWS
194
Kestra Private Wealth Services
Texas
$1.24M +$440K +3,641 +58%
MSG
195
Main Street Group
Virginia
$1.24M -$44K -364 -4%
BDFN
196
Bond & Devick Financial Network
Minnesota
$1.24M -$40.9K -338 -3%
FSA
197
Financial Services Advisory
Maryland
$1.23M +$838K +6,932 +241%
VA
198
Valmark Advisers
Ohio
$1.23M -$8.1K -67 -0.7%
Baird Financial Group
199
Baird Financial Group
Wisconsin
$1.21M -$60.2K -498 -5%
HF
200
HRT Financial
New York
$1.2M +$805K +6,656 +233%