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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CJA
26
C-J Advisory
California
$6.36M -$23.7K -376 -0.4%
GAM
27
Gemmer Asset Management
California
$5.97M +$1.3M +20,532 +28%
SEI Investments
28
SEI Investments
Pennsylvania
$5.93M +$67.1K +1,062 +1%
FHA
29
First Horizon Advisors
Tennessee
$5M +$88.9K +1,408 +2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.92M +$231K +3,666 +5%
BWM
31
Baystate Wealth Management
Massachusetts
$4.83M +$421K +6,668 +10%
RJA
32
Raymond James & Associates
Florida
$4.6M -$83.7K -1,326 -2%
JFGIW
33
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.36M +$156K +2,468 +4%
GA
34
Geller Advisors
New York
$4.25M -$167K -2,646 -4%
MML Investors Services
35
MML Investors Services
Massachusetts
$4.01M +$637K +10,094 +19%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$3.74M +$4.74M +75,066 +180%
QCM
37
Quest Capital Management
Texas
$3.73M
ASN
38
Advisory Services Network
Georgia
$3.68M +$1.91M +30,176 +110%
LGWM
39
Litman Gregory Wealth Management
California
$3.62M -$139K -2,202 -4%
CCM
40
Cribstone Capital Management
Maine
$3.61M -$278K -4,404 -7%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$3.47M +$1.34M +21,230 +64%
TAM
42
Trillium Asset Management
Massachusetts
$3.38M +$40.3K +638 +1%
William Blair & Company
43
William Blair & Company
Illinois
$3.34M +$1.8M +28,470 +120%
BCI
44
Brinker Capital Investments
Pennsylvania
$3.19M +$1.63M +25,738 +107%
BCM
45
Brookstone Capital Management
Illinois
$3.17M +$519K +8,212 +20%
DWT
46
Dorsey & Whitney Trust
South Dakota
$2.98M
EAM
47
Erste Asset Management
Austria
$2.97M -$782K -12,390 -21%
HighTower Advisors
48
HighTower Advisors
Illinois
$2.94M +$11.1K +176 +0.4%
MCM
49
Manchester Capital Management
Vermont
$2.88M -$198K -3,140 -7%
Chevy Chase Trust
50
Chevy Chase Trust
Maryland
$2.81M