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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$19.7M +$1.04M +9,724 +6%
Osaic Holdings
27
Osaic Holdings
Arizona
$19.5M +$10.4K +98 +0.1%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$17.6M +$330K +3,096 +2%
MCM
29
Manchester Capital Management
Vermont
$16.7M -$2.45M -23,052 -14%
FT
30
Fiduciary Trust
Massachusetts
$16.4M -$265K -2,485 -2%
GAM
31
Gemmer Asset Management
California
$15.1M +$200K +1,876 +1%
PAG
32
Private Advisor Group
New Jersey
$13.9M -$521K -4,891 -4%
MML Investors Services
33
MML Investors Services
Massachusetts
$13.2M -$337K -3,169 -3%
NI
34
Natural Investments
California
$11.6M +$598K +5,615 +6%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$11.5M -$1.97M -18,462 -16%
FF
36
Francis Financial
$11.4M -$473K -4,443 -4%
PI
37
PFG Investments
New York
$11M +$94.1K +884 +0.9%
ASN
38
Advisory Services Network
Georgia
$10.5M -$1.83M -17,213 -16%
DF
39
Dunhill Financial
United Kingdom
$10.4M -$1.3M -12,161 -12%
BPA
40
Beacon Pointe Advisors
California
$10.3M +$454K +4,259 +5%
AAS
41
Ameritas Advisory Services
Nebraska
$9.89M -$4.43M -41,637 -33%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$9.47M +$3.45M +32,374 +66%
MMA
43
Miracle Mile Advisors
California
$9.44M +$38K +357 +0.4%
MWM
44
Mascoma Wealth Management
New Hampshire
$9.3M -$285K -2,674 -3%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$8.81M -$27.2K -255 -0.3%
TAM
46
Trillium Asset Management
Massachusetts
$8.44M -$3.51M -32,924 -31%
HighTower Advisors
47
HighTower Advisors
Illinois
$8.4M -$110K -1,031 -1%
WANY
48
Wealthspire Advisors (New York)
New York
$8.27M -$192K -1,802 -2%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$8.26M +$167K +1,569 +2%
SCM
50
SCS Capital Management
Massachusetts
$8.03M +$39.3K +369 +0.5%