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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
$1.66M -$42.3K -331 -3%
WLIM
177
White Lighthouse Investment Management
Massachusetts
$1.65M +$128 +1 +0%
APW
178
Austin Private Wealth
Texas
$1.64M -$55.6K -435 -3%
SWA
179
SOA Wealth Advisors
New York
$1.62M -$8.94K -70 -0.6%
BNP Paribas Financial Markets
180
BNP Paribas Financial Markets
France
$1.61M +$9.45K +74 +0.6%
SFG
181
Sage Financial Group
Pennsylvania
$1.6M -$39.7K -311 -2%
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$1.59M +$120K +938 +8%
WT
183
WHI Trust
Illinois
$1.58M +$1.57M +12,280 New
CHAM
184
Clear Harbor Asset Management
Connecticut
$1.57M
PW
185
Potentia Wealth
California
$1.5M -$52.5K -411 -3%
MOS
186
MGO One Seven
Ohio
$1.49M -$32.8K -257 -2%
SFA
187
Sequoia Financial Advisors
Ohio
$1.49M -$309K -2,419 -17%
SAI
188
Savvy Advisors Inc
New York
$1.49M +$607K +4,753 +70%
CIA
189
Concurrent Investment Advisors
Florida
$1.48M +$907K +7,100 +161%
AWM
190
Apollon Wealth Management
South Carolina
$1.48M -$31.2K -244 -2%
NP
191
NorthRock Partners
Minnesota
$1.47M +$450K +3,526 +45%
FPAS
192
Focus Partners Advisor Solutions
Missouri
$1.46M -$752K -5,890 -34%
BSWM
193
Boston Standard Wealth Management
Massachusetts
$1.45M +$3.96K +31 +0.3%
FFN
194
Focus Financial Network
Minnesota
$1.42M -$46.5K -364 -3%
WMP
195
Wealth Management Partners
Arizona
$1.4M
MPW
196
MA Private Wealth
California
$1.4M +$3.45K +27 +0.2%
RA
197
RFG Advisory
Alabama
$1.39M -$4.21K -33 -0.3%
WTC
198
WhitTier Trust Company
Nevada
$1.39M
GDP
199
Great Diamond Partners
Maine
$1.39M +$34.7K +272 +3%
FHA
200
Flagship Harbor Advisors
Massachusetts
$1.39M +$21.8K +171 +2%