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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
26
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$913K +$37.8K +1,008 +4%
HighTower Advisors
27
HighTower Advisors
Illinois
$838K +$48.7K +1,298 +6%
AIG
28
American International Group
New York
$827K +$42.2K +1,126 +5%
Creative Planning
29
Creative Planning
Kansas
$799K +$844K +22,514 New
P
30
Pitcairn
Pennsylvania
$787K -$4.72K -126 -0.6%
Ameriprise
31
Ameriprise
Minnesota
$716K +$22K +586 +3%
BDF
32
Balasa Dinverno & Foltz
$702K
WTC
33
WhitTier Trust Company
Nevada
$668K +$5.77K +154 +0.8%
JMFC
34
J.M. Forbes & Co
Massachusetts
$642K +$3.67K +98 +0.5%
BSB
35
Bangor Savings Bank
Maine
$636K +$7.2K +192 +1%
Truist Financial
36
Truist Financial
North Carolina
$628K -$144K -3,840 -18%
Mariner
37
Mariner
Kansas
$597K +$32.2K +860 +5%
PMG
38
ProVise Management Group
Florida
$539K
TNBTD
39
Trustmark National Bank Trust Department
Mississippi
$532K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$488K +$18.5K +494 +4%
CC
41
Callan Capital
California
$466K
HH
42
Hilltop Holdings
Texas
$447K
MA
43
MUFG Americas
New York
$444K +$30.1K +802 +7%
FAAS
44
First Allied Advisory Services
California
$425K +$15K +400 +3%
SIM
45
Sigma Investment Management
Oregon
$390K
CAG
46
Crestwood Advisors Group
Massachusetts
$375K
BIM
47
BlackRock Investment Management
Delaware
$367K +$388K +10,336 New
Chevy Chase Trust
48
Chevy Chase Trust
Maryland
$355K
CWM
49
Cranbrook Wealth Management
Michigan
$326K
BAM
50
Barrett Asset Management
New York
$316K