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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
176
Ameritas Investment Partners
Nebraska
$1.59M -$372K -2,912 -18%
CA
177
Continuum Advisory
Idaho
$1.58M -$11.5K -90 -0.7%
CBU
178
CIBC Bancorp USA
Illinois
$1.58M +$1.83M +14,343 New
WLIM
179
White Lighthouse Investment Management
Massachusetts
$1.57M +$19.2K +150 +1%
PW
180
Potentia Wealth
California
$1.52M +$108K +845 +7%
SA
181
Sovran Advisors
California
$1.49M +$135K +1,055 +11%
WT
182
WHI Trust
Illinois
$1.49M
AWM
183
Apollon Wealth Management
South Carolina
$1.49M +$102K +797 +7%
CHAM
184
Clear Harbor Asset Management
Connecticut
$1.48M
SFG
185
Sage Financial Group
Pennsylvania
$1.47M -$34.4K -269 -2%
B
186
Bensler
Washington
$1.46M +$164K +1,284 +12%
SWA
187
SOA Wealth Advisors
New York
$1.45M -$73.4K -574 -5%
CCM
188
Coldstream Capital Management
Washington
$1.43M +$138K +1,077 +10%
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$1.39M -$178K -1,394 -11%
NP
190
NorthRock Partners
Minnesota
$1.39M +$4.35K +34 +0.3%
BSWM
191
Boston Standard Wealth Management
Massachusetts
$1.38M +$3.71K +29 +0.3%
FPAS
192
Focus Partners Advisor Solutions
Missouri
$1.38M +$1.92K +15 +0.1%
VA
193
Valmark Advisers
Ohio
$1.37M +$162K +1,270 +13%
FHA
194
Flagship Harbor Advisors
Massachusetts
$1.37M +$65.6K +513 +5%
KWA
195
Kingswood Wealth Advisors
California
$1.37M +$158K +1,237 +12%
WT
196
Whittier Trust
California
$1.35M -$313K -2,450 -18%
SFA
197
Sequoia Financial Advisors
Ohio
$1.35M -$57.7K -451 -4%
MPW
198
MA Private Wealth
California
$1.31M
MOS
199
MGO One Seven
Ohio
$1.3M -$116K -909 -8%
WTC
200
WhitTier Trust Company
Nevada
$1.28M -$26.8K -210 -2%