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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Destination Wealth Management
California
$657K -$28.5K -710 -4%
PMG
52
ProVise Management Group
Florida
$621K +$1.52K +38 +0.2%
MLIC
53
Mandatum Life Insurance Company
Finland
$578K – – –
TNBTD
54
Trustmark National Bank Trust Department
Mississippi
$564K – – –
CBU
55
CIBC Bank USA
Illinois
$517K – – –
CC
56
Callan Capital
California
$464K -$14.9K -372 -3%
HH
57
Hilltop Holdings
Texas
$463K -$17.4K -434 -4%
BCI
58
Brinker Capital Investments
Pennsylvania
$462K +$461K +11,488 New
PAG
59
Private Advisor Group
New Jersey
$457K -$62.1K -1,548 -12%
FAAS
60
First Allied Advisory Services
California
$447K -$34.1K -850 -7%
SDWMA
61
Schneider Downs Wealth Management Advisors
Pennsylvania
$436K – – –
BAM
62
Barrett Asset Management
New York
$426K +$38.8K +968 +10%
Stifel Financial
63
Stifel Financial
Missouri
$408K -$10.2K -254 -2%
Chevy Chase Trust
64
Chevy Chase Trust
Maryland
$403K – – –
RJFSA
65
Raymond James Financial Services Advisors
Florida
$383K +$10.1K +252 +3%
CAN
66
Cetera Advisor Networks
California
$360K +$67.7K +1,686 +23%
CWM
67
Cranbrook Wealth Management
Michigan
$353K – – –
Comerica Bank
68
Comerica Bank
Texas
$338K +$5.14K +128 +2%
Citigroup
69
Citigroup
New York
$334K +$118K +2,942 +55%
FLPIM
70
F.L. Putnam Investment Management
Massachusetts
$331K – – –
WF
71
WealthTrust Fairport
Ohio
$329K +$26.9K +670 +9%
HPC
72
HM Payson & Co
Maine
$322K – – –
GWM
73
Greenwich Wealth Management
Connecticut
$316K +$45.3K +1,130 +17%
MFS
74
MSI Financial Services
Massachusetts
$314K -$68.5K -1,706 -18%
MA
75
MUFG Americas
New York
$306K -$177K -4,422 -37%