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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMP
201
Wealth Management Partners
Arizona
$1M
Baird Financial Group
202
Baird Financial Group
Wisconsin
$989K +$14.7K +173 +2%
LRWA
203
Long Run Wealth Advisors
New York
$961K +$895K +10,551 New
ST
204
Smithfield Trust
Pennsylvania
$954K +$701K +8,262 +374%
CHAM
205
Clear Harbor Asset Management
Connecticut
$948K +$933 +11 +0.1%
SDWMA
206
Schneider Downs Wealth Management Advisors
Pennsylvania
$945K
FGAM
207
Financial Gravity Asset Management
Texas
$932K +$24.5K +289 +1%
Fidelity Investments
208
Fidelity Investments
Massachusetts
$931K +$6.53K +77 +0.8%
CA
209
Continuum Advisory
Idaho
$930K +$545K +6,421 +169%
WIA
210
World Investment Advisors
California
$927K +$135K +1,592 +19%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$916K +$28.3K +334 +3%
1832 Asset Management
212
1832 Asset Management
Ontario, Canada
$892K
RL
213
Rogco LP
Oklahoma
$878K -$30.5K -360 -4%
OBWG
214
Onyx Bridge Wealth Group
New York
$877K -$171K -2,015 -17%
MYIA
215
Mount Yale Investment Advisors
Colorado
$861K +$105K +1,242 +15%
TC
216
TownSquare Capital
Utah
$850K +$66.1K +779 +9%
FFA
217
Farther Finance Advisors
California
$846K +$140K +1,652 +22%
DWM
218
Destination Wealth Management
California
$841K -$55.3K -652 -7%
CFGS
219
Concourse Financial Group Securities
Alabama
$836K +$325K +3,826 +71%
AIM
220
Acropolis Investment Management
Missouri
$826K +$95.4K +1,125 +14%
DAS
221
Dynamic Advisor Solutions
Arizona
$814K -$1.1K -13 -0.1%
BIA
222
Bigelow Investment Advisors
Maine
$800K -$37.7K -444 -5%
MCCP
223
Mission Creek Capital Partners
California
$799K -$2.12K -25 -0.3%
DADC
224
D.A. Davidson & Co
Montana
$777K -$14K -165 -2%
BCM
225
Brookstone Capital Management
Illinois
$777K +$69K +813 +11%