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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$865K +$126K +3,816 +18%
JMFC
27
J.M. Forbes & Co
Massachusetts
$771K -$65K -1,966 -8%
CC
28
Callan Capital
California
$710K
BDF
29
Balasa Dinverno & Foltz
$624K +$66 +2 +0%
AC
30
Alexandria Capital
Virginia
$574K +$201K +6,092 +58%
BSB
31
Bangor Savings Bank
Maine
$563K
Deutsche Bank
32
Deutsche Bank
Germany
$548K
PMG
33
ProVise Management Group
Florida
$531K +$1.32K +40 +0.3%
TNBTD
34
Trustmark National Bank Trust Department
Mississippi
$484K
HH
35
Hilltop Holdings
Texas
$432K -$331 -10 -0.1%
V
36
Veritable
Delaware
$421K +$403K +12,194 New
SIM
37
Sigma Investment Management
Oregon
$419K -$122K -3,682 -23%
CAN
38
Cetera Advisor Networks
California
$415K +$398K +12,050 New
AIG
39
American International Group
New York
$412K +$5.03K +152 +1%
Truist Financial
40
Truist Financial
North Carolina
$372K
LWI
41
Long Wharf Investors
Massachusetts
$356K -$6.61K -200 -2%
Chevy Chase Trust
42
Chevy Chase Trust
Maryland
$346K
CAG
43
Crestwood Advisors Group
Massachusetts
$311K +$6.61K +200 +2%
HighTower Advisors
44
HighTower Advisors
Illinois
$294K +$22.4K +678 +9%
HC
45
Highmount Capital
New York
$276K
HPC
46
HM Payson & Co
Maine
$276K +$265K +8,000 New
HSBC Holdings
47
HSBC Holdings
United Kingdom
$263K
MFW
48
Meristem Family Wealth
Minnesota
$261K
WF
49
WealthTrust Fairport
Ohio
$247K +$13.6K +410 +6%
BAM
50
Barrett Asset Management
New York
$228K