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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
26
BlackRock
New York
$7.93M +$6.66M +98,272 +782%
LWP
27
Laurel Wealth Planning
Minnesota
$7.78M +$7.37M +108,700 New
CJA
28
C-J Advisory
California
$7.22M +$99.8K +1,473 +1%
BWM
29
Baystate Wealth Management
Massachusetts
$6.88M +$1.4M +20,678 +27%
GAM
30
Gemmer Asset Management
California
$6.31M -$347K -5,122 -5%
SWA
31
SOA Wealth Advisors
New York
$6.25M +$5.65M +83,409 New
PAG
32
Private Advisor Group
New Jersey
$6.23M +$3.08M +45,436 +109%
RJA
33
Raymond James & Associates
Florida
$5.9M +$712K +10,503 +15%
JFGIW
34
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.52M +$611K +9,017 +13%
ASN
35
Advisory Services Network
Georgia
$5.5M +$1.32M +19,410 +34%
FHA
36
First Horizon Advisors
Tennessee
$5.36M -$213K -3,146 -4%
MML Investors Services
37
MML Investors Services
Massachusetts
$5.12M +$603K +8,895 +14%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$4.71M -$751K -11,080 -14%
GA
39
Geller Advisors
New York
$4.63M -$2.25M -33,217 -50%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$4.59M -$3.57M -52,646 -45%
TAM
41
Trillium Asset Management
Massachusetts
$4.59M +$771K +11,384 +22%
SW
42
SVB Wealth
Massachusetts
$4.49M -$2.69M -39,651 -39%
QCM
43
Quest Capital Management
Texas
$4.33M +$157K +2,324 +4%
LGWM
44
Litman Gregory Wealth Management
California
$4.14M +$83.9K +1,239 +2%
William Blair & Company
45
William Blair & Company
Illinois
$4.05M +$295K +4,352 +8%
CCM
46
Cribstone Capital Management
Maine
$3.9M -$120K -1,770 -3%
PAS
47
Park Avenue Securities
New York
$3.9M +$1.71M +25,224 +86%
HighTower Advisors
48
HighTower Advisors
Illinois
$3.53M +$228K +3,368 +7%
BCM
49
Brookstone Capital Management
Illinois
$3.41M -$129K -1,907 -4%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$3.36M +$2.74M +40,467 +624%