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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$750K +$25.9K +826 +4%
Comerica Bank
27
Comerica Bank
Texas
$689K +$343K +10,928 +100%
Ameriprise
28
Ameriprise
Minnesota
$682K +$330K +10,516 +94%
CC
29
Callan Capital
California
$647K
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$591K +$8.15K +260 +1%
BDF
31
Balasa Dinverno & Foltz
$569K
BSB
32
Bangor Savings Bank
Maine
$513K
Deutsche Bank
33
Deutsche Bank
Germany
$499K
SIM
34
Sigma Investment Management
Oregon
$498K -$22K -702 -4%
BAIA
35
Bel Air Investment Advisors
California
$486K
PMG
36
ProVise Management Group
Florida
$483K +$14.9K +476 +3%
TAM
37
Trillium Asset Management
Massachusetts
$454K +$205K +6,542 +83%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$441K
HH
39
Hilltop Holdings
Texas
$394K -$12.9K -412 -3%
AIG
40
American International Group
New York
$371K +$6.27K +200 +2%
Truist Financial
41
Truist Financial
North Carolina
$339K
AC
42
Alexandria Capital
Virginia
$332K
LWI
43
Long Wharf Investors
Massachusetts
$330K
Chevy Chase Trust
44
Chevy Chase Trust
Maryland
$315K
SNC
45
Stifel Nicolaus & Co
Missouri
$281K +$47.6K +1,518 +20%
CAG
46
Crestwood Advisors Group
Massachusetts
$277K +$50.2K +1,600 +22%
HC
47
Highmount Capital
New York
$252K
HighTower Advisors
48
HighTower Advisors
Illinois
$246K +$245K +7,818 New
HSBC Holdings
49
HSBC Holdings
United Kingdom
$239K
MFW
50
Meristem Family Wealth
Minnesota
$238K