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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
$11.7M +$122K +1,433 +1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$11.5M +$97.3K +1,147 +0.8%
FF
28
Francis Financial
$11.1M +$124K +1,467 +1%
MML Investors Services
29
MML Investors Services
Massachusetts
$11.1M -$693K -8,174 -6%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$10.6M -$123K -1,455 -1%
AAS
31
Ameritas Advisory Services
Nebraska
$10.4M +$10.8M +127,151 New
MCM
32
Manchester Capital Management
Vermont
$8.97M
HIF
33
Hill Island Financial
Michigan
$8.85M -$42.2K -498 -0.5%
GAM
34
Gemmer Asset Management
California
$8.61M +$204K +2,401 +2%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$8.14M +$7.64M +90,051 +906%
ASN
36
Advisory Services Network
Georgia
$7.98M +$2.73M +32,162 +49%
MWM
37
Mascoma Wealth Management
New Hampshire
$7.94M -$469K -5,531 -5%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$7.47M -$668K -7,879 -8%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$7.03M -$847K -9,989 -10%
FHA
40
First Horizon Advisors
Tennessee
$6.99M -$338K -3,989 -4%
SAG
41
SageView Advisory Group
California
$6.38M -$190K -2,242 -3%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$6.35M +$65.5K +772 +1%
CL
43
Choreo LLC
Illinois
$6.01M +$448K +5,279 +8%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$6M +$725K +8,556 +13%
AWS
45
Atria Wealth Solutions
New York
$5.93M -$564K -6,657 -8%
PI
46
PFG Investments
New York
$5.75M -$102K -1,207 -2%
Comerica Bank
47
Comerica Bank
Texas
$5.59M +$5.82M +68,640 New
TAM
48
Trillium Asset Management
Massachusetts
$5.46M +$1.33M +15,657 +30%
BWM
49
Baystate Wealth Management
Massachusetts
$5.27M +$22.7K +268 +0.4%
SPIA
50
Strategic Point Investment Advisors
Rhode Island
$5.25M +$123K +1,445 +2%