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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.45M -$6.16K -162 -0.4%
JFGIW
27
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.44M +$471K +12,374 +48%
RC
28
RegentAtlantic Capital
New Jersey
$1.42M -$31.7K -834 -2%
MCM
29
Manchester Capital Management
Vermont
$1.38M +$1.39M +36,420 New
MLIC
30
Mandatum Life Insurance Company
Finland
$1.23M +$1.24M +32,606 New
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$1.21M – – –
BSWM
32
Boston Standard Wealth Management
Massachusetts
$1.16M +$2.04M +53,612 +203%
WAM
33
Wealthspire Advisors (Maryland)
Maryland
$1.13M +$1.13M +29,792 New
Ameriprise
34
Ameriprise
Minnesota
$1.08M +$318K +8,364 +41%
CCM
35
Cribstone Capital Management
Maine
$1.01M +$1.01M +26,612 New
FWM
36
Frontier Wealth Management
Missouri
$1M – – –
HighTower Advisors
37
HighTower Advisors
Illinois
$897K +$4.72K +124 +0.5%
AIG
38
American International Group
New York
$887K +$4.72K +124 +0.5%
Creative Planning
39
Creative Planning
Kansas
$873K +$21K +552 +2%
PBO
40
Peoples Bank (Ohio)
Ohio
$868K +$872K +22,930 New
P
41
Pitcairn
Pennsylvania
$837K -$2.66K -70 -0.3%
BDF
42
Balasa Dinverno & Foltz
$816K +$67.6K +1,776 +9%
BSB
43
Bangor Savings Bank
Maine
$679K – – –
AssetMark Inc
44
AssetMark Inc
California
$665K +$668K +17,552 New
JMFC
45
J.M. Forbes & Co
Massachusetts
$657K -$28.5K -750 -4%
Mariner
46
Mariner
Kansas
$642K +$5.17K +136 +0.8%
PMG
47
ProVise Management Group
Florida
$579K +$3.58K +94 +0.6%
TNBTD
48
Trustmark National Bank Trust Department
Mississippi
$568K – – –
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$567K +$47.6K +1,252 +9%
Truist Financial
50
Truist Financial
North Carolina
$562K -$109K -2,868 -16%