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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
201
Jones Financial Companies
Missouri
$1.09M +$445K +3,987 +68%
RA
202
RFG Advisory
Alabama
$1.09M +$425K +3,800 +63%
BNP Paribas Financial Markets
203
BNP Paribas Financial Markets
France
$1.09M -$128K -1,149 -10%
Baird Financial Group
204
Baird Financial Group
Wisconsin
$1.08M -$54.3K -486 -5%
PW
205
Potentia Wealth
California
$1.08M +$1.09M +9,769 New
KCM
206
Kathmere Capital Management
Pennsylvania
$1.07M +$317K +2,835 +41%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$1.04M
SPC
208
Sigma Planning Corp
Michigan
$1.03M +$1.23K +11 +0.1%
MSG
209
Main Street Group
Virginia
$1.03M +$161K +1,443 +18%
FFA
210
Farther Finance Advisors
California
$1.03M -$222K -1,985 -18%
LRWA
211
Long Run Wealth Advisors
New York
$1.03M -$61.9K -554 -6%
NP
212
NorthRock Partners
Minnesota
$1.01M +$12.6K +113 +1%
DADC
213
D.A. Davidson & Co
Montana
$1M -$7.71K -69 -0.8%
RWP
214
RWA Wealth Partners
Massachusetts
$993K +$43.9K +393 +5%
AWM
215
Apollon Wealth Management
South Carolina
$991K -$81.6K -730 -8%
Vontobel Holding
216
Vontobel Holding
Switzerland
$988K -$16.4K -147 -2%
CPRC
217
Consolidated Portfolio Review Corp
New York
$987K +$78.7K +704 +9%
DWM
218
Destination Wealth Management
California
$973K -$40.4K -362 -4%
KWA
219
Kingswood Wealth Advisors
California
$967K -$101K -903 -9%
DAS
220
Dynamic Advisor Solutions
Arizona
$962K -$1.9K -17 -0.2%
LAMNM
221
Longview Asset Management (New Mexico)
New Mexico
$957K +$970K +8,684 New
VA
222
Valmark Advisers
Ohio
$952K
MW
223
Maia Wealth
Colorado
$950K +$17.7K +158 +2%
WIA
224
World Investment Advisors
California
$929K -$35.5K -318 -4%
WA
225
Wealth Alliance
New York
$917K -$189K -1,689 -17%