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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMFC
26
J.M. Forbes & Co
Massachusetts
$804K -$71 -2 -0%
TAM
27
Trillium Asset Management
Massachusetts
$761K +$39.8K +1,120 +6%
AIG
28
American International Group
New York
$725K +$72.1K +2,030 +11%
BDF
29
Balasa Dinverno & Foltz
$662K +$924 +26 +0.1%
BSB
30
Bangor Savings Bank
Maine
$632K -$19.7K -554 -3%
CC
31
Callan Capital
California
$609K -$138K -3,896 -19%
PMG
32
ProVise Management Group
Florida
$565K +$1.14K +32 +0.2%
Deutsche Bank
33
Deutsche Bank
Germany
$557K -$22K -618 -4%
HH
34
Hilltop Holdings
Texas
$529K +$61.7K +1,738 +14%
TNBTD
35
Trustmark National Bank Trust Department
Mississippi
$512K
HighTower Advisors
36
HighTower Advisors
Illinois
$457K +$40.4K +1,136 +10%
Truist Financial
37
Truist Financial
North Carolina
$449K +$20.2K +570 +5%
V
38
Veritable
Delaware
$446K
SIM
39
Sigma Investment Management
Oregon
$444K
CAN
40
Cetera Advisor Networks
California
$436K
CAG
41
Crestwood Advisors Group
Massachusetts
$431K
Chevy Chase Trust
42
Chevy Chase Trust
Maryland
$366K
Barclays
43
Barclays
United Kingdom
$363K
FAAS
44
First Allied Advisory Services
California
$357K +$7.96K +224 +2%
LWI
45
Long Wharf Investors
Massachusetts
$355K -$10.3K -290 -3%
Stifel Financial
46
Stifel Financial
Missouri
$327K
HC
47
Highmount Capital
New York
$292K
HPC
48
HM Payson & Co
Maine
$292K
MA
49
MUFG Americas
New York
$283K +$25.9K +730 +10%
BAM
50
Barrett Asset Management
New York
$278K +$21.3K +600 +9%