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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIG
26
American International Group
New York
$801K +$74.2K +2,010 +10%
BDF
27
Balasa Dinverno & Foltz
$727K +$63K +1,706 +9%
BSB
28
Bangor Savings Bank
Maine
$639K +$4.43K +120 +0.7%
HighTower Advisors
29
HighTower Advisors
Illinois
$577K +$120K +3,238 +26%
PMG
30
ProVise Management Group
Florida
$568K +$1.4K +38 +0.2%
CC
31
Callan Capital
California
$566K -$45.1K -1,222 -7%
Deutsche Bank
32
Deutsche Bank
Germany
$559K
HH
33
Hilltop Holdings
Texas
$531K
TNBTD
34
Trustmark National Bank Trust Department
Mississippi
$514K
Truist Financial
35
Truist Financial
North Carolina
$457K +$5.83K +158 +1%
CAN
36
Cetera Advisor Networks
California
$452K +$14.9K +404 +3%
V
37
Veritable
Delaware
$447K
SIM
38
Sigma Investment Management
Oregon
$445K
CAG
39
Crestwood Advisors Group
Massachusetts
$432K
Chevy Chase Trust
40
Chevy Chase Trust
Maryland
$367K
Barclays
41
Barclays
United Kingdom
$363K
FAAS
42
First Allied Advisory Services
California
$359K
CG
43
Colony Group
Massachusetts
$356K +$359K +9,710 New
Stifel Financial
44
Stifel Financial
Missouri
$328K
BAM
45
Barrett Asset Management
New York
$300K +$21K +568 +7%
HC
46
Highmount Capital
New York
$294K
HPC
47
HM Payson & Co
Maine
$294K
MA
48
MUFG Americas
New York
$289K +$5.54K +150 +2%
WF
49
WealthTrust Fairport
Ohio
$274K +$12.2K +330 +5%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$273K +$275K +7,450 New