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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Apollon Wealth Management
South Carolina
$1.06M +$3.98K +38 +0.4%
KWA
202
Kingswood Wealth Advisors
California
$1.05M +$111K +1,059 +12%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$1.03M -$29.1K -278 -3%
SPC
204
Sigma Planning Corp
Michigan
$1.02M -$51.3K -489 -5%
DWM
205
Destination Wealth Management
California
$1,000K -$6.82K -65 -0.7%
DADC
206
D.A. Davidson & Co
Montana
$996K
Vontobel Holding
207
Vontobel Holding
Switzerland
$991K +$49.6K +473 +5%
NP
208
NorthRock Partners
Minnesota
$987K +$100K +955 +12%
WIA
209
World Investment Advisors
California
$952K -$129K -1,232 -12%
DAS
210
Dynamic Advisor Solutions
Arizona
$951K -$65K -620 -7%
VA
211
Valmark Advisers
Ohio
$939K -$96.3K -919 -10%
RWP
212
RWA Wealth Partners
Massachusetts
$937K +$20.2K +193 +2%
MW
213
Maia Wealth
Colorado
$915K -$9.33K -89 -1%
CPRC
214
Consolidated Portfolio Review Corp
New York
$897K +$27.2K +259 +3%
AI
215
Atria Investments
North Carolina
$894K -$18.6K -177 -2%
AIM
216
Acropolis Investment Management
Missouri
$891K -$24.6K -235 -3%
HCA
217
Heck Capital Advisors
Wisconsin
$885K -$62.5K -596 -7%
RBC
218
Romano Brothers & Co
Illinois
$881K
BIA
219
Bigelow Investment Advisors
Maine
$874K -$38.1K -363 -4%
MSG
220
Main Street Group
Virginia
$860K
FCI
221
Financial Counselors Inc
Kansas
$860K +$2.73K +26 +0.3%
GM
222
GeoWealth Management
Illinois
$847K +$774K +7,380 +1,818%
HA
223
Harfst & Associates
Wyoming
$845K -$24.5K -234 -3%
MG
224
Mather Group
Illinois
$844K -$34.7K -331 -4%
RL
225
Rogco LP
Oklahoma
$840K -$149K -1,417 -16%