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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
201
Flagship Harbor Advisors
Massachusetts
$1.18M +$173K +1,629 +19%
BDFN
202
Bond & Devick Financial Network
Minnesota
$1.18M -$63.7K -598 -6%
FFN
203
Focus Financial Network
Minnesota
$1.18M -$214K -2,011 -17%
Baird Financial Group
204
Baird Financial Group
Wisconsin
$1.17M +$81.1K +762 +8%
VA
205
Valmark Advisers
Ohio
$1.14M +$140K +1,315 +15%
WAT
206
Wealth Advisory Team
Kentucky
$1.13M +$1.04M +9,724 New
DWM
207
Destination Wealth Management
California
$1.12M +$57.8K +543 +6%
SPC
208
Sigma Planning Corp
Michigan
$1.08M +$852 +8 +0.1%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$1.08M -$18.1K -170 -2%
KWA
210
Kingswood Wealth Advisors
California
$1.04M +$17.3K +162 +2%
WIA
211
World Investment Advisors
California
$1.03M -$34.8K -327 -4%
DAS
212
Dynamic Advisor Solutions
Arizona
$1.03M +$10.6K +100 +1%
LRWA
213
Long Run Wealth Advisors
New York
$1.02M -$69.4K -652 -7%
CPRC
214
Consolidated Portfolio Review Corp
New York
$1M -$41K -385 -4%
DADC
215
D.A. Davidson & Co
Montana
$999K -$319 -3 -0%
RBC
216
Romano Brothers & Co
Illinois
$997K -$10.9K -102 -1%
FPAS
217
Focus Partners Advisor Solutions
Missouri
$989K +$325K +3,056 +56%
CFG
218
Citizens Financial Group
Rhode Island
$987K +$106 +1 +0%
SWP
219
Sagespring Wealth Partners
Tennessee
$984K +$67.5K +634 +8%
DRP
220
Decker Retirement Planning
Utah
$946K +$865K +8,118 +33,825%
NP
221
NorthRock Partners
Minnesota
$939K -$6.39K -60 -0.7%
RWP
222
RWA Wealth Partners
Massachusetts
$935K -$80.5K -756 -9%
Vontobel Holding
223
Vontobel Holding
Switzerland
$933K +$2.24K +21 +0.3%
AIM
224
Acropolis Investment Management
Missouri
$931K -$12.2K -115 -1%
MW
225
Maia Wealth
Colorado
$917K +$532 +5 +0.1%