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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$5.59M +$987K +17,764 +23%
SEI Investments
27
SEI Investments
Pennsylvania
$5.4M -$292K -5,250 -5%
PA
28
Parallel Advisors
California
$4.66M -$39K -702 -0.9%
FHA
29
First Horizon Advisors
Tennessee
$4.53M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.33M +$340K +6,112 +9%
RJA
31
Raymond James & Associates
Florida
$4.32M +$173K +3,114 +4%
GAM
32
Gemmer Asset Management
California
$4.29M -$120K -2,150 -3%
GA
33
Geller Advisors
New York
$4.08M +$486K +8,750 +15%
BWM
34
Baystate Wealth Management
Massachusetts
$4.06M +$48.3K +868 +1%
JFGIW
35
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.87M +$1.67M +29,968 +84%
CCM
36
Cribstone Capital Management
Maine
$3.59M +$1.35M +24,346 +67%
EAM
37
Erste Asset Management
Austria
$3.47M -$469K -8,440 -13%
LGWM
38
Litman Gregory Wealth Management
California
$3.47M -$445K -8,002 -12%
QCM
39
Quest Capital Management
Texas
$3.44M +$8.34K +150 +0.3%
MML Investors Services
40
MML Investors Services
Massachusetts
$3.1M -$122K -2,202 -4%
TAM
41
Trillium Asset Management
Massachusetts
$3.08M -$1.15M -20,750 -28%
MCM
42
Manchester Capital Management
Vermont
$2.84M -$98.9K -1,780 -4%
PGAM
43
Princeton Global Asset Management
New Jersey
$2.76M +$1.38M +24,852 +113%
DWT
44
Dorsey & Whitney Trust
South Dakota
$2.74M -$278K -5,004 -10%
HighTower Advisors
45
HighTower Advisors
Illinois
$2.7M +$45.7K +822 +2%
Chevy Chase Trust
46
Chevy Chase Trust
Maryland
$2.6M
Stifel Financial
47
Stifel Financial
Missouri
$2.54M +$591K +10,638 +33%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$2.47M +$501K +9,020 +28%
BCM
49
Brookstone Capital Management
Illinois
$2.44M +$1.07M +19,272 +87%
GC
50
Gibson Capital
Pennsylvania
$2.44M +$13.7K +246 +0.6%