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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRWA
201
Long Run Wealth Advisors
New York
$1.07M -$3.25K -31 -0.3%
AWM
202
Apollon Wealth Management
South Carolina
$1.06M +$3.98K +38 +0.4%
KWA
203
Kingswood Wealth Advisors
California
$1.05M +$111K +1,059 +12%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$1.03M -$29.1K -278 -3%
SPC
205
Sigma Planning Corp
Michigan
$1.02M -$51.3K -489 -5%
DWM
206
Destination Wealth Management
California
$1,000K -$6.82K -65 -0.7%
DADC
207
D.A. Davidson & Co
Montana
$996K – – –
Vontobel Holding
208
Vontobel Holding
Switzerland
$991K +$49.6K +473 +5%
NP
209
NorthRock Partners
Minnesota
$987K +$100K +955 +12%
WIA
210
World Investment Advisors
California
$952K -$129K -1,232 -12%
DAS
211
Dynamic Advisor Solutions
Arizona
$951K -$65K -620 -7%
VA
212
Valmark Advisers
Ohio
$939K -$96.3K -919 -10%
RWP
213
RWA Wealth Partners
Massachusetts
$937K +$20.2K +193 +2%
MW
214
Maia Wealth
Colorado
$915K -$9.33K -89 -1%
CPRC
215
Consolidated Portfolio Review Corp
New York
$897K +$27.2K +259 +3%
AI
216
Atria Investments
North Carolina
$894K -$18.6K -177 -2%
AIM
217
Acropolis Investment Management
Missouri
$891K -$24.6K -235 -3%
HCA
218
Heck Capital Advisors
Wisconsin
$885K -$62.5K -596 -7%
RBC
219
Romano Brothers & Co
Illinois
$881K – – –
BIA
220
Bigelow Investment Advisors
Maine
$874K -$38.1K -363 -4%
MSG
221
Main Street Group
Virginia
$860K – – –
FCI
222
Financial Counselors Inc
Kansas
$860K +$2.73K +26 +0.3%
GM
223
GeoWealth Management
Illinois
$847K +$774K +7,380 +1,818%
HA
224
Harfst & Associates
Wyoming
$845K -$24.5K -234 -3%
MG
225
Mather Group
Illinois
$844K -$34.7K -331 -4%