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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$13.2M +$1.48M +16,454 +13%
PAG
27
Private Advisor Group
New Jersey
$13.1M -$13.3K -147 -0.1%
FT
28
Fiduciary Trust
Massachusetts
$12.5M +$1.06M +11,761 +10%
PG
29
Prostatis Group
Maryland
$12M +$984K +10,914 +9%
FWM
30
Frontier Wealth Management
Missouri
$11.9M +$136K +1,506 +1%
LWP
31
Laurel Wealth Planning
Minnesota
$10.2M -$1.47M -16,307 -13%
MWM
32
Mascoma Wealth Management
New Hampshire
$9.52M +$1.78M +19,706 +24%
ASN
33
Advisory Services Network
Georgia
$9.43M +$595K +6,604 +7%
HIF
34
Hill Island Financial
Michigan
$9.3M +$9.02M +100,070 New
MCM
35
Manchester Capital Management
Vermont
$9.02M +$8.93K +99 +0.1%
GAM
36
Gemmer Asset Management
California
$9.02M +$65.8K +730 +0.8%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$8.94M +$2.71M +30,012 +43%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$8.8M +$4.98M +55,244 +140%
RJA
39
Raymond James & Associates
Florida
$8.38M +$968K +10,733 +14%
FHA
40
First Horizon Advisors
Tennessee
$7.87M +$671K +7,438 +10%
JFGIW
41
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.75M -$54.8K -608 -0.7%
BCM
42
Brookstone Capital Management
Illinois
$7.68M -$2.05M -22,686 -21%
TAM
43
Trillium Asset Management
Massachusetts
$7.32M +$3.28M +36,436 +86%
SWA
44
SOA Wealth Advisors
New York
$6.88M +$20.9K +232 +0.3%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$6.7M -$123K -1,367 -2%
QCM
46
Quest Capital Management
Texas
$6.66M +$905K +10,044 +16%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$5.97M +$382K +4,240 +7%
FAFN
48
First Affirmative Financial Network
Colorado
$5.73M -$363K -4,024 -6%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$5.56M +$5.4M +59,855 New
SPIA
50
Strategic Point Investment Advisors
Rhode Island
$5.08M +$150K +1,662 +3%