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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
201
Citigroup
New York
$1.05M +$546K +5,459 +116%
AL
202
Aspiriant LLC
California
$1.05M +$384K +3,838 +62%
WIA
203
World Investment Advisors
California
$1.04M +$15.9K +159 +2%
LRWA
204
Long Run Wealth Advisors
New York
$1.03M -$92.7K -926 -9%
SPC
205
Sigma Planning Corp
Michigan
$1.02M +$800 +8 +0.1%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$1.01M -$33.4K -334 -3%
AWM
207
Apollon Wealth Management
South Carolina
$1.01M -$449K -4,489 -32%
VA
208
Valmark Advisers
Ohio
$992K +$96.2K +961 +11%
DAS
209
Dynamic Advisor Solutions
Arizona
$973K -$21K -210 -2%
DWM
210
Destination Wealth Management
California
$961K +$11.6K +116 +1%
HFA
211
Hershey Financial Advisers
Pennsylvania
$954K +$919K +9,186 New
DADC
212
D.A. Davidson & Co
Montana
$951K -$24.4K -244 -3%
RL
213
Rogco LP
Oklahoma
$949K +$14.9K +149 +2%
HCA
214
Heck Capital Advisors
Wisconsin
$906K +$28.6K +286 +3%
MW
215
Maia Wealth
Colorado
$902K +$842K +8,418 New
Vontobel Holding
216
Vontobel Holding
Switzerland
$897K -$218K -2,175 -20%
SWA
217
Stratos Wealth Advisors
Ohio
$896K +$121K +1,206 +16%
KWA
218
Kingswood Wealth Advisors
California
$895K +$15.7K +157 +2%
AIM
219
Acropolis Investment Management
Missouri
$875K
RWP
220
RWA Wealth Partners
Massachusetts
$874K +$92.1K +920 +12%
BIA
221
Bigelow Investment Advisors
Maine
$872K -$34.4K -344 -4%
AI
222
Atria Investments
North Carolina
$871K +$839K +8,390 New
KFSC
223
Keystone Financial Services (Colorado)
Colorado
$861K +$42.2K +422 +5%
EWA
224
EverSource Wealth Advisors
Alabama
$860K +$722K +7,214 +720%
NP
225
NorthRock Partners
Minnesota
$843K -$492K -4,917 -38%