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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$23.3M -$6.85K -50 -0%
PAS
27
Park Avenue Securities
New York
$23.3M -$472K -3,445 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$22.9M -$2.21M -16,132 -9%
Truist Financial
29
Truist Financial
North Carolina
$22.4M +$37.8K +276 +0.2%
NPT
30
National Philanthropic Trust
Pennsylvania
$21.1M -$2.14M -15,597 -10%
BPA
31
Beacon Pointe Advisors
California
$20.8M +$131K +953 +0.7%
AAS
32
Ameritas Advisory Services
Nebraska
$20.8M +$6.94M +50,666 +53%
GAM
33
Gemmer Asset Management
California
$19.9M +$105K +764 +0.6%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$19.6M +$87.6K +639 +0.5%
FT
35
Fiduciary Trust
Massachusetts
$18.4M -$1.04M -7,566 -6%
MCM
36
Manchester Capital Management
Vermont
$18.3M -$880K -6,421 -5%
JFGIW
37
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.9M -$281K -2,050 -2%
MML Investors Services
38
MML Investors Services
Massachusetts
$14.7M +$2.01M +14,638 +16%
PI
39
PFG Investments
New York
$13.9M +$241K +1,761 +2%
HighTower Advisors
40
HighTower Advisors
Illinois
$13.7M +$562K +4,102 +4%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$13.5M +$3.83M +27,933 +42%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$13.3M +$1.26M +9,169 +11%
FF
43
Francis Financial
$12.9M -$149K -1,086 -1%
NI
44
Natural Investments
California
$12.6M -$1.29M -9,420 -10%
PAG
45
Private Advisor Group
New Jersey
$12.2M -$584K -4,261 -5%
MWM
46
Mascoma Wealth Management
New Hampshire
$10.9M +$540K +3,941 +5%
TAM
47
Trillium Asset Management
Massachusetts
$10.1M -$8.46M -61,763 -47%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$9.98M -$4.8K -35 -0%
SCM
49
SCS Capital Management
Massachusetts
$9.84M – – –
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$9.71M +$320K +2,337 +4%
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