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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.49M +$54.4K +1,012 +1%
CCM
27
Cribstone Capital Management
Maine
$3.98M +$242K +4,504 +7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.95M +$302K +5,614 +8%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$3.57M -$335K -6,244 -9%
PAG
30
Private Advisor Group
New Jersey
$3.52M +$102K +1,902 +3%
CJA
31
C-J Advisory
California
$3.31M +$38K +708 +1%
LGWM
32
Litman Gregory Wealth Management
California
$2.86M -$185K -3,448 -6%
DWM
33
Destination Wealth Management
California
$2.81M +$32.7K +608 +1%
DWT
34
Dorsey & Whitney Trust
South Dakota
$2.8M +$2.12M +39,378 +330%
Citadel Advisors
35
Citadel Advisors
Florida
$2.77M +$2.72M +50,572 New
GA
36
Geller Advisors
New York
$2.71M +$3.76K +70 +0.1%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.7M +$492K +9,152 +23%
RJA
38
Raymond James & Associates
Florida
$2.69M +$147K +2,742 +6%
KeyBank National Association
39
KeyBank National Association
Ohio
$2.5M +$432K +8,034 +21%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$2.49M +$53.9K +1,004 +2%
Chevy Chase Trust
41
Chevy Chase Trust
Maryland
$2.41M
MML Investors Services
42
MML Investors Services
Massachusetts
$2.39M +$560K +10,422 +31%
GC
43
Gibson Capital
Pennsylvania
$2.34M +$32.6K +606 +1%
BWM
44
Baystate Wealth Management
Massachusetts
$2.27M +$166K +3,088 +8%
B
45
Bailard
California
$2.18M +$129K +2,410 +6%
TAM
46
Trillium Asset Management
Massachusetts
$2.18M -$252K -4,688 -11%
JFGIW
47
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.13M +$167K +3,100 +9%
GAM
48
Gemmer Asset Management
California
$2.11M +$2.08M +38,640 New
QCM
49
Quest Capital Management
Texas
$2.11M +$2.07M +38,582 New
SFP
50
Shepherd Financial Partners
Massachusetts
$2.02M -$35.5K -660 -2%