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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSG
201
Main Street Group
Virginia
$1.05M +$94.3K +864 +9%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$1.04M +$23.7K +217 +2%
B
203
Bensler
Washington
$1.04M -$57.2K -524 -5%
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$990K +$245K +2,244 +30%
LRWA
205
Long Run Wealth Advisors
New York
$968K +$15.6K +143 +2%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$967K
SPC
207
Sigma Planning Corp
Michigan
$956K -$6.11K -56 -0.6%
Baird Financial Group
208
Baird Financial Group
Wisconsin
$955K -$54K -495 -5%
FIA
209
Foundations Investment Advisors
Arizona
$950K +$1.01M +9,279 New
WIA
210
World Investment Advisors
California
$939K +$80.7K +740 +9%
KCM
211
Kathmere Capital Management
Pennsylvania
$933K -$64.5K -591 -6%
DWM
212
Destination Wealth Management
California
$931K +$28.8K +264 +3%
CPRC
213
Consolidated Portfolio Review Corp
New York
$924K +$8.18K +75 +0.8%
AWM
214
Apollon Wealth Management
South Carolina
$920K -$873 -8 -0.1%
DWT
215
Dorsey & Whitney Trust
South Dakota
$910K -$169K -1,550 -15%
DAS
216
Diversify Advisory Services
Utah
$904K -$257K -2,356 -21%
RWP
217
RWA Wealth Partners
Massachusetts
$901K -$22.1K -203 -2%
KWA
218
Kingswood Wealth Advisors
California
$900K +$1.96K +18 +0.2%
DAS
219
Dynamic Advisor Solutions
Arizona
$894K
RBC
220
Romano Brothers & Co
Illinois
$889K +$65.7K +602 +7%
DADC
221
D.A. Davidson & Co
Montana
$881K -$53.2K -488 -5%
VA
222
Valmark Advisers
Ohio
$874K -$10.4K -95 -1%
FHA
223
Flagship Harbor Advisors
Massachusetts
$873K +$32.1K +294 +4%
CFG
224
Citizens Financial Group
Rhode Island
$870K -$171K -1,570 -16%
RL
225
Rogco LP
Oklahoma
$867K +$90.7K +831 +11%