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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
26
ETrade Capital Management
Virginia
$3.61M +$1.37M +27,676 +55%
Creative Planning
27
Creative Planning
Kansas
$3.41M +$2.29M +46,340 +172%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$3.25M -$428K -8,648 -11%
RJA
29
Raymond James & Associates
Florida
$2.96M +$1.67M +33,820 +113%
Deutsche Bank
30
Deutsche Bank
Germany
$2.96M -$29.7K -600 -0.9%
CJA
31
C-J Advisory
California
$2.81M +$130K +2,630 +5%
CCM
32
Cribstone Capital Management
Maine
$2.79M +$157K +3,184 +6%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.73M -$85.5K -1,728 -3%
LGWM
34
Litman Gregory Wealth Management
California
$2.63M +$125K +2,526 +5%
PAG
35
Private Advisor Group
New Jersey
$2.24M -$362K -7,320 -13%
DWM
36
Destination Wealth Management
California
$2.2M +$371K +7,498 +19%
Stifel Financial
37
Stifel Financial
Missouri
$2.12M +$1.97M +39,780 +684%
Chevy Chase Trust
38
Chevy Chase Trust
Maryland
$2.05M
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$1.93M -$117K -2,366 -5%
GC
40
Gibson Capital
Pennsylvania
$1.92M -$306K -6,178 -13%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.81M +$47.2K +954 +3%
BWP
42
BSW Wealth Partners
Colorado
$1.8M +$1.92M +38,750 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.69M +$43.9K +888 +3%
B
44
Bailard
California
$1.69M +$1.21M +24,398 +204%
JFGIW
45
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.68M -$333K -6,734 -16%
BSWM
46
Boston Standard Wealth Management
Massachusetts
$1.65M -$178K -3,598 -9%
MHI
47
Miller Howard Investments
New York
$1.65M +$1.75M +35,456 New
MCM
48
Manchester Capital Management
Vermont
$1.57M
SFP
49
Shepherd Financial Partners
Massachusetts
$1.51M -$281K -5,672 -15%
RC
50
RegentAtlantic Capital
New Jersey
$1.48M +$495 +10 +0%