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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.93M -$14K -350 -0.7%
Mariner
27
Mariner
Kansas
$1.75M +$710K +17,682 +68%
BG
28
Bahl & Gaynor
Ohio
$1.59M -$1.25M -31,116 -44%
MCM
29
Manchester Capital Management
Vermont
$1.47M
RC
30
RegentAtlantic Capital
New Jersey
$1.46M -$4.01K -100 -0.3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.31M +$159K +3,958 +14%
WAM
32
Wealthspire Advisors (Maryland)
Maryland
$1.3M
FIG
33
FundX Investment Group
California
$1.3M
AG
34
Advisor Group
Arizona
$1.27M -$120K -2,996 -9%
CCM
35
Cribstone Capital Management
Maine
$1.18M +$13K +324 +1%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.11M +$16.1K +402 +1%
BSWM
37
Boston Standard Wealth Management
Massachusetts
$1.11M +$35.7K +890 +3%
FWM
38
Frontier Wealth Management
Missouri
$1.09M +$19.9K +496 +2%
Creative Planning
39
Creative Planning
Kansas
$1.06M +$277K +6,900 +36%
BDF
40
Balasa Dinverno & Foltz
$1.05M +$12.4K +310 +1%
Truist Financial
41
Truist Financial
North Carolina
$1.04M -$93.9K -2,340 -8%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.03M -$11.5K -286 -1%
William Blair & Company
43
William Blair & Company
Illinois
$953K
PBO
44
Peoples Bank (Ohio)
Ohio
$911K -$3.61K -90 -0.4%
P
45
Pitcairn
Pennsylvania
$830K -$28.5K -710 -3%
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$736K
BSB
47
Bangor Savings Bank
Maine
$721K
UCFA
48
United Capital Financial Advisors
Texas
$721K +$5.94K +148 +0.8%
JMFC
49
J.M. Forbes & Co
Massachusetts
$705K -$803 -20 -0.1%
DWM
50
Destination Wealth Management
California
$657K -$28.5K -710 -4%