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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$15.6M -$1.55M -16,242 -9%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$15.3M +$6.37M +66,567 +78%
FT
28
Fiduciary Trust
Massachusetts
$14.8M -$137K -1,432 -1%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$14.7M -$1.19M -12,449 -8%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$14.7M -$1.26M -13,132 -8%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$14.5M +$1.3M +13,578 +10%
PAG
32
Private Advisor Group
New Jersey
$13.7M +$744K +7,776 +6%
FF
33
Francis Financial
$13.4M -$231K -2,414 -2%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$12.9M -$779K -8,142 -6%
AAS
35
Ameritas Advisory Services
Nebraska
$12.6M +$3.32M +34,670 +38%
MCM
36
Manchester Capital Management
Vermont
$12.5M +$89.1K +932 +0.8%
GAM
37
Gemmer Asset Management
California
$11.1M +$424K +4,436 +4%
HIF
38
Hill Island Financial
Michigan
$10.5M -$156K -1,631 -2%
MWM
39
Mascoma Wealth Management
New Hampshire
$10.4M +$500K +5,227 +5%
ASN
40
Advisory Services Network
Georgia
$9.88M +$2.39K +25 +0%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$9.66M +$103K +1,072 +1%
PI
42
PFG Investments
New York
$9.37M +$1.74M +18,238 +24%
BPA
43
Beacon Pointe Advisors
California
$8.81M +$3.34M +34,964 +67%
FHA
44
First Horizon Advisors
Tennessee
$8.53M -$168K -1,757 -2%
AWS
45
Atria Wealth Solutions
New York
$8.52M +$113K +1,177 +1%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$8.19M +$288K +3,009 +4%
MMA
47
Miracle Mile Advisors
California
$8.06M +$1.01M +10,566 +15%
HighTower Advisors
48
HighTower Advisors
Illinois
$8M -$667K -6,975 -8%
CL
49
Choreo LLC
Illinois
$7.25M -$88.4K -924 -1%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$7.23M +$218K +2,280 +3%