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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$16.1M -$256K -2,441 -2%
FT
27
Fiduciary Trust
Massachusetts
$15.8M -$90.9K -867 -0.6%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$15.7M -$609K -5,811 -4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$15.1M -$852K -8,131 -6%
PAG
30
Private Advisor Group
New Jersey
$14.1M -$420K -4,010 -3%
MML Investors Services
31
MML Investors Services
Massachusetts
$14.1M -$2.18M -20,758 -14%
DF
32
Dunhill Financial
United Kingdom
$14M -$3.95M -37,653 -23%
GAM
33
Gemmer Asset Management
California
$13.8M +$675K +6,440 +5%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$13.7M +$3.46M +32,957 +35%
MCM
35
Manchester Capital Management
Vermont
$13.6M +$613K +5,846 +5%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$13.3M -$378K -3,602 -3%
AAS
37
Ameritas Advisory Services
Nebraska
$13.2M -$971K -9,263 -7%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$12.6M -$1.08M -10,261 -8%
FF
39
Francis Financial
$11.5M -$1.69M -16,136 -13%
HIF
40
Hill Island Financial
Michigan
$11.4M +$44.2K +422 +0.4%
MWM
41
Mascoma Wealth Management
New Hampshire
$11.3M -$357K -3,401 -3%
PI
42
PFG Investments
New York
$9.99M +$453K +4,323 +5%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$9.9M -$3.78M -36,051 -28%
ASN
44
Advisory Services Network
Georgia
$9.81M – – –
MMA
45
Miracle Mile Advisors
California
$9.08M +$162K +1,542 +2%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$9.05M -$108K -1,027 -1%
BPA
47
Beacon Pointe Advisors
California
$8.79M -$179K -1,703 -2%
AWS
48
Atria Wealth Solutions
New York
$8.38M -$554K -5,281 -6%
TAM
49
Trillium Asset Management
Massachusetts
$8.04M -$331K -3,155 -4%
CL
50
Choreo LLC
Illinois
$7.73M -$10.4K -99 -0.1%