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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
26
Ameritas Investment Company
Nebraska
$4.01M +$3.86M +76,130 New
Mariner
27
Mariner
Kansas
$3.97M +$4.99M +98,490 +125%
FT
28
Fiduciary Trust
Massachusetts
$3.92M +$2.24M +44,218 +147%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$3.77M +$83.3K +1,642 +2%
CCM
30
Cribstone Capital Management
Maine
$3.6M +$412K +8,130 +14%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.51M +$400K +7,878 +13%
Deutsche Bank
32
Deutsche Bank
Germany
$3.36M
PAG
33
Private Advisor Group
New Jersey
$3.29M +$721K +14,212 +29%
CJA
34
C-J Advisory
California
$3.19M -$26.4K -520 -0.9%
LGWM
35
Litman Gregory Wealth Management
California
$2.94M -$35.9K -708 -1%
DWM
36
Destination Wealth Management
California
$2.68M +$183K +3,602 +8%
GA
37
Geller Advisors
New York
$2.61M +$1.95M +38,480 +350%
EB
38
Eastern Bank
Massachusetts
$2.56M +$2.46M +48,514 New
American Century Companies
39
American Century Companies
Missouri
$2.49M +$2.4M +47,234 New
RJA
40
Raymond James & Associates
Florida
$2.45M -$878K -17,306 -27%
Chevy Chase Trust
41
Chevy Chase Trust
Maryland
$2.42M
TAM
42
Trillium Asset Management
Massachusetts
$2.35M -$13.6M -268,022 -86%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$2.35M +$157K +3,104 +7%
GC
44
Gibson Capital
Pennsylvania
$2.23M +$52.9K +1,044 +3%
PA
45
Parallel Advisors
California
$2.18M +$2.08M +41,054 +11,217%
HighTower Advisors
46
HighTower Advisors
Illinois
$2.13M +$72K +1,420 +4%
BWM
47
Baystate Wealth Management
Massachusetts
$2.08M +$1.01M +19,844 +109%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.99M +$70.3K +1,386 +4%
KeyBank National Association
49
KeyBank National Association
Ohio
$1.99M +$555K +10,946 +41%
SFP
50
Shepherd Financial Partners
Massachusetts
$1.98M +$260K +5,136 +16%