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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$20.3M -$89.8K -804 -0.4%
PAS
27
Park Avenue Securities
New York
$18.4M -$1.24M -11,105 -6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$17.1M +$1.78M +15,936 +11%
TAM
29
Trillium Asset Management
Massachusetts
$16.9M +$8.84M +79,096 +107%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$15.9M -$345K -3,088 -2%
FT
31
Fiduciary Trust
Massachusetts
$15.9M -$149K -1,336 -0.9%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$15.4M -$522K -4,669 -3%
MCM
33
Manchester Capital Management
Vermont
$14.5M +$783K +7,012 +6%
PAG
34
Private Advisor Group
New Jersey
$14.2M -$41.5K -371 -0.3%
GAM
35
Gemmer Asset Management
California
$13.9M -$73K -653 -0.5%
DF
36
Dunhill Financial
United Kingdom
$13.1M -$1.02M -9,118 -7%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$13.1M -$1.02M -9,087 -7%
MML Investors Services
38
MML Investors Services
Massachusetts
$12.9M -$1.39M -12,475 -10%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$12.4M -$1.2M -10,699 -9%
ASN
40
Advisory Services Network
Georgia
$11.8M +$1.4M +12,496 +13%
HIF
41
Hill Island Financial
Michigan
$11.3M -$275K -2,460 -2%
FF
42
Francis Financial
$11.3M -$417K -3,733 -4%
MWM
43
Mascoma Wealth Management
New Hampshire
$10.9M -$523K -4,682 -5%
PI
44
PFG Investments
New York
$10.2M +$92.5K +828 +0.9%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$9.47M +$302K +2,704 +3%
MMA
46
Miracle Mile Advisors
California
$9.16M -$45.9K -411 -0.5%
NI
47
Natural Investments
California
$8.96M +$9.08M +81,269 New
HighTower Advisors
48
HighTower Advisors
Illinois
$8.68M +$972K +8,701 +12%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$8.27M -$1.79M -15,986 -18%
Comerica Bank
50
Comerica Bank
Texas
$7.95M +$544K +4,866 +7%