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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.08M +$2.04M +44,780 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.07M +$119K +2,606 +6%
Chevy Chase Trust
28
Chevy Chase Trust
Maryland
$2.04M +$1.55M +34,000 +340%
CCM
29
Cribstone Capital Management
Maine
$2.04M +$184K +4,052 +10%
BP
30
Ballentine Partners
Massachusetts
$2.01M
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$1.93M -$154K -3,392 -8%
JFGIW
32
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.91M -$75.4K -1,656 -4%
PA
33
Paracle Advisors
Washington
$1.88M +$8.19K +180 +0.4%
TAM
34
Trillium Asset Management
Massachusetts
$1.8M +$420K +9,240 +31%
BSWM
35
Boston Standard Wealth Management
Massachusetts
$1.74M +$24.8K +546 +1%
MCM
36
Manchester Capital Management
Vermont
$1.69M
RC
37
RegentAtlantic Capital
New Jersey
$1.68M +$6.83K +150 +0.4%
BC
38
Brinker Capital
Pennsylvania
$1.68M -$2.19M -48,174 -57%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.5M +$59.4K +1,306 +4%
SCA
40
Snowden Capital Advisors
New York
$1.44M -$1.1M -24,166 -44%
Truist Financial
41
Truist Financial
North Carolina
$1.43M -$51.2K -1,126 -4%
DWM
42
Destination Wealth Management
California
$1.39M +$196K +4,316 +17%
Creative Planning
43
Creative Planning
Kansas
$1.29M +$163K +3,580 +15%
SBL
44
Sargent Bickham Lagudis
Colorado
$1.27M
BDF
45
Balasa Dinverno & Foltz
$1.23M +$91 +2 +0%
William Blair & Company
46
William Blair & Company
Illinois
$1.15M +$49K +1,076 +5%
BCI
47
Brinker Capital Investments
Pennsylvania
$1.12M +$88.9K +1,954 +9%
PAG
48
Private Advisor Group
New Jersey
$1.1M +$22.5K +494 +2%
BSB
49
Bangor Savings Bank
Maine
$1.01M +$5K +110 +0.5%
WCM
50
Wealthcare Capital Management
Virginia
$1.01M +$667K +14,650 +209%