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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$12M -$448K -5,642 -4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$11.8M -$785K -9,878 -7%
FF
28
Francis Financial
$11.3M +$678K +8,533 +7%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$11M -$122K -1,530 -1%
MCM
30
Manchester Capital Management
Vermont
$9.27M -$1.84M -23,179 -17%
HIF
31
Hill Island Financial
Michigan
$9.19M -$475K -5,975 -5%
MWM
32
Mascoma Wealth Management
New Hampshire
$8.79M -$446K -5,607 -5%
GAM
33
Gemmer Asset Management
California
$8.7M +$362K +4,556 +5%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$8.39M -$278K -3,500 -3%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$8.11M -$259K -3,261 -3%
FHA
36
First Horizon Advisors
Tennessee
$7.56M -$43.7K -550 -0.6%
SAG
37
SageView Advisory Group
California
$6.79M -$294K -3,703 -4%
AWS
38
Atria Wealth Solutions
New York
$6.67M +$810K +10,197 +15%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$6.5M -$196K -2,460 -3%
PI
40
PFG Investments
New York
$6.05M -$16.9K -213 -0.3%
JFGIW
41
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.8M -$296K -3,721 -5%
CL
42
Choreo LLC
Illinois
$5.74M -$51.6K -649 -0.9%
BCI
43
Brinker Capital Investments
Pennsylvania
$5.69M +$1.32M +16,611 +33%
OPS
44
Orion Portfolio Solutions
Nebraska
$5.69M +$1.32M +16,611 +33%
ASN
45
Advisory Services Network
Georgia
$5.55M -$569K -7,157 -10%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$5.48M -$122K -1,537 -2%
SWA
47
SOA Wealth Advisors
New York
$5.48M -$485K -6,101 -9%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$5.45M +$792K +9,967 +18%
BWM
49
Baystate Wealth Management
Massachusetts
$5.43M -$127K -1,599 -2%
SPIA
50
Strategic Point Investment Advisors
Rhode Island
$5.31M -$163K -2,045 -3%