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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
P
26
Pitcairn
Pennsylvania
$849K -$36.9K -948 -4%
HighTower Advisors
27
HighTower Advisors
Illinois
$849K +$46.1K +1,184 +6%
AIG
28
American International Group
New York
$844K -$156 -4 -0%
Truist Financial
29
Truist Financial
North Carolina
$819K +$28.7K +738 +4%
BDF
30
Balasa Dinverno & Foltz
$753K -$623 -16 -0.1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$746K +$763K +19,602 New
Ameriprise
32
Ameriprise
Minnesota
$745K -$724K -18,598 -49%
WTC
33
WhitTier Trust Company
Nevada
$710K +$622K +15,980 +592%
JMFC
34
J.M. Forbes & Co
Massachusetts
$685K +$149K +3,816 +27%
BSB
35
Bangor Savings Bank
Maine
$674K +$5.61K +144 +0.8%
Mariner
36
Mariner
Kansas
$607K +$2.02K +52 +0.3%
PMG
37
ProVise Management Group
Florida
$578K -$14.2K -364 -2%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$571K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$504K -$100K -2,568 -16%
CC
40
Callan Capital
California
$500K
CG
41
Colony Group
Massachusetts
$498K -$2.57K -66 -0.5%
HH
42
Hilltop Holdings
Texas
$479K
MA
43
MUFG Americas
New York
$446K
FAAS
44
First Allied Advisory Services
California
$445K +$72.4K +1,860 +19%
B
45
Bailard
California
$441K +$218K +5,610 +94%
SIM
46
Sigma Investment Management
Oregon
$418K
CAG
47
Crestwood Advisors Group
Massachusetts
$402K -$49.9K -1,280 -11%
Chevy Chase Trust
48
Chevy Chase Trust
Maryland
$380K
CWM
49
Cranbrook Wealth Management
Michigan
$350K +$358K +9,190 New
BAM
50
Barrett Asset Management
New York
$338K