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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
P
26
Pitcairn
Pennsylvania
$898K
AC
27
Alexandria Capital
Virginia
$893K +$20.2K +526 +2%
AIG
28
American International Group
New York
$857K +$4K +104 +0.5%
HighTower Advisors
29
HighTower Advisors
Illinois
$817K +$183K +4,776 +29%
Truist Financial
30
Truist Financial
North Carolina
$803K +$64.7K +1,684 +9%
BDF
31
Balasa Dinverno & Foltz
$765K
BSB
32
Bangor Savings Bank
Maine
$679K +$3.84K +100 +0.6%
Mariner
33
Mariner
Kansas
$615K -$442K -11,504 -42%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$612K +$283K +7,362 +87%
PMG
35
ProVise Management Group
Florida
$601K +$1.31K +34 +0.2%
TNBTD
36
Trustmark National Bank Trust Department
Mississippi
$579K +$38.4K +1,000 +7%
JMFC
37
J.M. Forbes & Co
Massachusetts
$548K -$5.38K -140 -1%
CG
38
Colony Group
Massachusetts
$508K -$30K -780 -6%
CC
39
Callan Capital
California
$507K -$88.1K -2,294 -15%
HH
40
Hilltop Holdings
Texas
$486K -$5.07K -132 -1%
SG Americas Securities
41
SG Americas Securities
New York
$479K +$476K +12,400 New
CAG
42
Crestwood Advisors Group
Massachusetts
$458K +$3.07K +80 +0.7%
Creative Planning
43
Creative Planning
Kansas
$457K +$350K +9,102 +332%
MA
44
MUFG Americas
New York
$453K +$85.3K +2,220 +23%
SIM
45
Sigma Investment Management
Oregon
$425K -$43.8K -1,140 -9%
Chevy Chase Trust
46
Chevy Chase Trust
Maryland
$386K
FAAS
47
First Allied Advisory Services
California
$376K
BAM
48
Barrett Asset Management
New York
$344K +$27.6K +718 +9%
Stifel Financial
49
Stifel Financial
Missouri
$338K
ZCI
50
Zevenbergen Capital Investments
Washington
$312K