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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
$18.8M -$353K -2,919 -2%
FT
27
Fiduciary Trust
Massachusetts
$17.6M -$137K -1,136 -0.8%
GAM
28
Gemmer Asset Management
California
$17.5M +$1.05M +8,668 +7%
MCM
29
Manchester Capital Management
Vermont
$17M -$1.1M -9,087 -6%
Cerity Partners
30
Cerity Partners
New York
$15.6M -$18.3M -151,050 -55%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$13M +$2.51M +20,772 +25%
MML Investors Services
32
MML Investors Services
Massachusetts
$12.6M -$1.62M -13,402 -12%
BPA
33
Beacon Pointe Advisors
California
$12.5M +$1.27M +10,511 +12%
PAG
34
Private Advisor Group
New Jersey
$12M -$2.98M -24,676 -21%
PI
35
PFG Investments
New York
$11.9M +$6.17K +51 +0.1%
FF
36
Francis Financial
$11.8M -$519K -4,290 -4%
ASN
37
Advisory Services Network
Georgia
$11M -$71.5K -591 -0.7%
MMA
38
Miracle Mile Advisors
California
$10.1M -$156K -1,293 -2%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$10M +$4.3M +35,581 +81%
MWM
40
Mascoma Wealth Management
New Hampshire
$9.87M -$204K -1,685 -2%
TAM
41
Trillium Asset Management
Massachusetts
$9.85M +$668K +5,526 +8%
NPT
42
National Philanthropic Trust
Pennsylvania
$9.64M -$11.5M -95,378 -55%
HighTower Advisors
43
HighTower Advisors
Illinois
$9.2M +$90.7K +750 +1%
FTWA
44
Fifth Third Wealth Advisors
Ohio
$9.16M +$690K +5,705 +9%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$9.14M -$394K -3,256 -4%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$8.84M -$118K -973 -1%
SCM
47
SCS Capital Management
Massachusetts
$8.71M
DF
48
Dunhill Financial
United Kingdom
$8.23M -$2.95M -24,407 -27%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$8.13M +$1.45M +11,986 +23%
Comerica Bank
50
Comerica Bank
Texas
$8.08M -$72.5K -600 -0.9%