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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FT
26
Fiduciary Trust
Massachusetts
$10M +$104K +1,392 +0.9%
AAS
27
Ameritas Advisory Services
Nebraska
$9.64M -$356K -4,742 -3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$9.33M -$7.45M -99,290 -42%
HIF
29
Hill Island Financial
Michigan
$9.25M +$59.4K +791 +0.6%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$8.72M -$861K -11,472 -8%
PAG
31
Private Advisor Group
New Jersey
$8.2M -$57.4K -765 -0.6%
FF
32
Francis Financial
$8.02M +$1.64M +21,911 +22%
MWM
33
Mascoma Wealth Management
New Hampshire
$7.22M +$423K +5,636 +6%
MCM
34
Manchester Capital Management
Vermont
$7.2M +$790K +10,525 +11%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$6.7M +$2.06M +27,420 +38%
ASN
36
Advisory Services Network
Georgia
$6.37M -$1.42M -18,948 -17%
FHA
37
First Horizon Advisors
Tennessee
$6.34M +$40.9K +545 +0.6%
GAM
38
Gemmer Asset Management
California
$6.1M -$356K -4,737 -5%
SHJ
39
Sharkey, Howes & Javer
Colorado
$5.35M +$1.22M +16,303 +26%
GI
40
Gradient Investments
Minnesota
$5.32M -$4.24M -56,450 -42%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$4.97M -$1.72M -22,933 -24%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$4.96M +$1.02M +13,531 +22%
SWA
43
SOA Wealth Advisors
New York
$4.76M +$204K +2,721 +4%
AWS
44
Atria Wealth Solutions
New York
$4.7M -$271K -3,604 -5%
LWP
45
Laurel Wealth Planning
Minnesota
$4.48M -$85.5K -1,139 -2%
SPIA
46
Strategic Point Investment Advisors
Rhode Island
$4.28M +$33K +440 +0.7%
BWM
47
Baystate Wealth Management
Massachusetts
$4.25M +$128K +1,709 +3%
OWA
48
One Wealth Advisors
California
$4.19M +$365K +4,864 +8%
JFGIW
49
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.07M -$1.27M -16,986 -23%
TAM
50
Trillium Asset Management
Massachusetts
$4.04M +$1.08M +14,449 +31%