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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NPT
26
National Philanthropic Trust
Pennsylvania
$16.7M -$5.41M -49,608 -23%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$16.4M +$2.24M +20,566 +15%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$16.4M +$553K +5,070 +3%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$15.2M +$463K +4,241 +3%
FT
30
Fiduciary Trust
Massachusetts
$14.7M -$54.3K -498 -0.3%
GAM
31
Gemmer Asset Management
California
$13.2M +$243K +2,227 +2%
AAS
32
Ameritas Advisory Services
Nebraska
$13M -$6.95M -63,732 -33%
PAG
33
Private Advisor Group
New Jersey
$12.8M -$473K -4,338 -3%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$12M +$506K +4,635 +4%
MML Investors Services
35
MML Investors Services
Massachusetts
$11.9M -$4.04K -37 -0%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$11.3M -$1.36M -12,422 -11%
TAM
37
Trillium Asset Management
Massachusetts
$10.8M -$5.18M -47,460 -31%
ASN
38
Advisory Services Network
Georgia
$10.8M -$202K -1,849 -2%
FF
39
Francis Financial
$10.5M +$20.8K +191 +0.2%
DF
40
Dunhill Financial
United Kingdom
$10.4M -$1.89M -17,287 -15%
HIF
41
Hill Island Financial
Michigan
$10.3M -$190K -1,741 -2%
NI
42
Natural Investments
California
$9.63M +$1.39M +12,759 +16%
PI
43
PFG Investments
New York
$9.57M +$88K +807 +0.9%
BPA
44
Beacon Pointe Advisors
California
$8.62M +$1.36M +12,506 +17%
MWM
45
Mascoma Wealth Management
New Hampshire
$8.47M -$1.79M -16,399 -17%
MMA
46
Miracle Mile Advisors
California
$8.28M -$241K -2,209 -3%
AWS
47
Atria Wealth Solutions
New York
$8.1M +$963K +8,828 +13%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$7.79M +$113K +1,040 +1%
HighTower Advisors
49
HighTower Advisors
Illinois
$7.51M -$589K -5,401 -7%
WANY
50
Wealthspire Advisors (New York)
New York
$7.47M +$3.98M +36,517 +100%