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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
$5.6M +$3.1M +53,960 +138%
WU
27
Wealthsimple US
New York
$5.43M +$5.19M +90,404 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.09M +$801K +13,938 +20%
PAG
29
Private Advisor Group
New Jersey
$5.03M +$909K +15,826 +23%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$4.84M +$530K +9,232 +13%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$4.75M -$919K -16,002 -17%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$4.67M -$119K -2,076 -3%
FHA
33
First Horizon Advisors
Tennessee
$4.53M -$4.06M -70,732 -48%
RJA
34
Raymond James & Associates
Florida
$4.08M +$611K +10,636 +19%
CJA
35
C-J Advisory
California
$3.86M +$84K +1,462 +2%
GAM
36
Gemmer Asset Management
California
$3.74M +$929K +16,164 +35%
DWM
37
Destination Wealth Management
California
$3.52M +$229K +3,992 +7%
TAM
38
Trillium Asset Management
Massachusetts
$3.47M +$134K +2,338 +4%
BWM
39
Baystate Wealth Management
Massachusetts
$3.41M +$237K +4,120 +8%
DWT
40
Dorsey & Whitney Trust
South Dakota
$3.33M +$180K +3,130 +6%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$3.18M -$8.27K -144 -0.3%
LGWM
42
Litman Gregory Wealth Management
California
$3.05M +$41.6K +724 +1%
GA
43
Geller Advisors
New York
$3.01M +$318K +5,530 +12%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.82M +$2.41M +42,002 +856%
MML Investors Services
45
MML Investors Services
Massachusetts
$2.77M +$59.4K +1,034 +2%
B
46
Bailard
California
$2.68M +$154K +2,686 +6%
Chevy Chase Trust
47
Chevy Chase Trust
Maryland
$2.64M
HighTower Advisors
48
HighTower Advisors
Illinois
$2.57M -$62.4K -1,086 -2%
KeyBank National Association
49
KeyBank National Association
Ohio
$2.55M
Deutsche Bank
50
Deutsche Bank
Germany
$2.49M +$270K +4,700 +13%