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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
51
ProVise Management Group
Florida
$621K +$1.52K +38 +0.2%
MLIC
52
Mandatum Life Insurance Company
Finland
$578K
TNBTD
53
Trustmark National Bank Trust Department
Mississippi
$564K
CBU
54
CIBC Bank USA
Illinois
$517K
CC
55
Callan Capital
California
$464K -$14.9K -372 -3%
HH
56
Hilltop Holdings
Texas
$463K -$17.4K -434 -4%
BCI
57
Brinker Capital Investments
Pennsylvania
$462K +$461K +11,488 New
PAG
58
Private Advisor Group
New Jersey
$457K -$62.1K -1,548 -12%
FAAS
59
First Allied Advisory Services
California
$447K -$34.1K -850 -7%
SDWMA
60
Schneider Downs Wealth Management Advisors
Pennsylvania
$436K
BAM
61
Barrett Asset Management
New York
$426K +$38.8K +968 +10%
Stifel Financial
62
Stifel Financial
Missouri
$408K -$10.2K -254 -2%
Chevy Chase Trust
63
Chevy Chase Trust
Maryland
$403K
RJFSA
64
Raymond James Financial Services Advisors
Florida
$383K +$10.1K +252 +3%
CAN
65
Cetera Advisor Networks
California
$360K +$67.7K +1,686 +23%
CWM
66
Cranbrook Wealth Management
Michigan
$353K
Comerica Bank
67
Comerica Bank
Texas
$338K +$5.14K +128 +2%
Citigroup
68
Citigroup
New York
$334K +$118K +2,942 +55%
FLPIM
69
F.L. Putnam Investment Management
Massachusetts
$331K
WF
70
WealthTrust Fairport
Ohio
$329K +$26.9K +670 +9%
HPC
71
HM Payson & Co
Maine
$322K
GWM
72
Greenwich Wealth Management
Connecticut
$316K +$45.3K +1,130 +17%
MFS
73
MSI Financial Services
Massachusetts
$314K -$68.5K -1,706 -18%
MA
74
MUFG Americas
New York
$306K -$177K -4,422 -37%
MFP
75
Mosaic Financial Partners
California
$305K