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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
$1.44M +$471K +12,374 +48%
RC
27
RegentAtlantic Capital
New Jersey
$1.42M -$31.7K -834 -2%
MCM
28
Manchester Capital Management
Vermont
$1.38M +$1.39M +36,420 New
MLIC
29
Mandatum Life Insurance Company
Finland
$1.23M +$1.24M +32,606 New
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$1.21M
BSWM
31
Boston Standard Wealth Management
Massachusetts
$1.16M +$2.04M +53,612 +203%
WAM
32
Wealthspire Advisors (Maryland)
Maryland
$1.13M +$1.13M +29,792 New
Ameriprise
33
Ameriprise
Minnesota
$1.08M +$318K +8,364 +41%
CCM
34
Cribstone Capital Management
Maine
$1.01M +$1.01M +26,612 New
FWM
35
Frontier Wealth Management
Missouri
$1M
HighTower Advisors
36
HighTower Advisors
Illinois
$897K +$4.72K +124 +0.5%
AIG
37
American International Group
New York
$887K +$4.72K +124 +0.5%
Creative Planning
38
Creative Planning
Kansas
$873K +$21K +552 +2%
PBO
39
Peoples Bank (Ohio)
Ohio
$868K +$872K +22,930 New
P
40
Pitcairn
Pennsylvania
$837K -$2.66K -70 -0.3%
BDF
41
Balasa Dinverno & Foltz
$816K +$67.6K +1,776 +9%
BSB
42
Bangor Savings Bank
Maine
$679K
AssetMark Inc
43
AssetMark Inc
California
$665K +$668K +17,552 New
JMFC
44
J.M. Forbes & Co
Massachusetts
$657K -$28.5K -750 -4%
Mariner
45
Mariner
Kansas
$642K +$5.17K +136 +0.8%
PMG
46
ProVise Management Group
Florida
$579K +$3.58K +94 +0.6%
TNBTD
47
Trustmark National Bank Trust Department
Mississippi
$568K
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$567K +$47.6K +1,252 +9%
Truist Financial
49
Truist Financial
North Carolina
$562K -$109K -2,868 -16%
Northern Trust
50
Northern Trust
Illinois
$514K +$517K +13,580 New