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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
201
Bensler
Washington
$1.39M -$24K -188 -2%
CCM
202
Coldstream Capital Management
Washington
$1.38M -$53K -415 -4%
QCM
203
QRG Capital Management
Illinois
$1.33M -$8.05K -63 -0.6%
KPWS
204
Kestra Private Wealth Services
Texas
$1.33M +$56.3K +441 +4%
RIA
205
Regal Investment Advisors
Michigan
$1.32M -$54.2K -424 -4%
SWP
206
Sagespring Wealth Partners
Tennessee
$1.3M +$119K +935 +10%
SA
207
Sovran Advisors
California
$1.3M +$298K +2,335 +31%
VA
208
Valmark Advisers
Ohio
$1.29M +$33.8K +265 +3%
KWA
209
Kingswood Wealth Advisors
California
$1.29M +$19.4K +152 +2%
WF
210
WoodTrust Financial
Wisconsin
$1.28M +$229K +1,792 +22%
MSG
211
Main Street Group
Virginia
$1.27M
WAT
212
Wealth Advisory Team
Kentucky
$1.24M +$1.22M +9,586 New
WIA
213
World Investment Advisors
California
$1.22M +$106K +829 +10%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$1.2M
BDFN
215
Bond & Devick Financial Network
Minnesota
$1.17M -$96.4K -755 -8%
OCM
216
One Capital Management
California
$1.16M -$191K -1,495 -14%
ATPW
217
Ashton Thomas Private Wealth
Arizona
$1.13M -$7.92K -62 -0.7%
DAS
218
Dynamic Advisor Solutions
Arizona
$1.13M
DADC
219
D.A. Davidson & Co
Montana
$1.1M
RBC
220
Romano Brothers & Co
Illinois
$1.1M -$4.47K -35 -0.4%
Renaissance Technologies
221
Renaissance Technologies
New York
$1.1M -$204K -1,600 -16%
LRWA
222
Long Run Wealth Advisors
New York
$1.07M +$6K +47 +0.6%
DRP
223
Decker Retirement Planning
Utah
$1.06M +$66.7K +522 +7%
CFG
224
Citizens Financial Group
Rhode Island
$1.05M -$11.1K -87 -1%
OCA
225
OpenArc Corporate Advisory
Georgia
$1.04M +$1.03M +8,089 New