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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
201
Dorsey & Whitney Trust
South Dakota
$1.15M -$281K -2,514 -19%
CFG
202
Citizens Financial Group
Rhode Island
$1.11M -$14.5K -130 -1%
Jones Financial Companies
203
Jones Financial Companies
Missouri
$1.09M +$445K +3,987 +68%
RA
204
RFG Advisory
Alabama
$1.09M +$425K +3,800 +63%
BNP Paribas Financial Markets
205
BNP Paribas Financial Markets
France
$1.09M -$128K -1,149 -10%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$1.08M -$54.3K -486 -5%
PW
207
Potentia Wealth
California
$1.08M +$1.09M +9,769 New
KCM
208
Kathmere Capital Management
Pennsylvania
$1.07M +$317K +2,835 +41%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$1.04M – – –
SPC
210
Sigma Planning Corp
Michigan
$1.03M +$1.23K +11 +0.1%
MSG
211
Main Street Group
Virginia
$1.03M +$161K +1,443 +18%
FFA
212
Farther Finance Advisors
California
$1.03M -$222K -1,985 -18%
LRWA
213
Long Run Wealth Advisors
New York
$1.03M -$61.9K -554 -6%
NP
214
NorthRock Partners
Minnesota
$1.01M +$12.6K +113 +1%
DADC
215
D.A. Davidson & Co
Montana
$1M -$7.71K -69 -0.8%
RWP
216
RWA Wealth Partners
Massachusetts
$993K +$43.9K +393 +5%
AWM
217
Apollon Wealth Management
South Carolina
$991K -$81.6K -730 -8%
Vontobel Holding
218
Vontobel Holding
Switzerland
$988K -$16.4K -147 -2%
CPRC
219
Consolidated Portfolio Review Corp
New York
$987K +$78.7K +704 +9%
DWM
220
Destination Wealth Management
California
$973K -$40.4K -362 -4%
KWA
221
Kingswood Wealth Advisors
California
$967K -$101K -903 -9%
DAS
222
Dynamic Advisor Solutions
Arizona
$962K -$1.9K -17 -0.2%
LAMNM
223
Longview Asset Management (New Mexico)
New Mexico
$957K +$970K +8,684 New
VA
224
Valmark Advisers
Ohio
$952K – – –
MW
225
Maia Wealth
Colorado
$950K +$17.7K +158 +2%