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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PBO
51
Peoples Bank (Ohio)
Ohio
$927K -$5.25K -130 -0.6%
SFP
52
Shepherd Financial Partners
Massachusetts
$925K +$900K +22,268 New
DIA
53
Dana Investment Advisors
Wisconsin
$850K +$834K +20,648 New
P
54
Pitcairn
Pennsylvania
$847K -$1.62K -40 -0.2%
JMFC
55
J.M. Forbes & Co
Massachusetts
$832K +$109K +2,700 +15%
DWM
56
Destination Wealth Management
California
$794K +$120K +2,964 +18%
BSB
57
Bangor Savings Bank
Maine
$738K
Fiera Capital (Canada)
58
Fiera Capital (Canada)
Quebec, Canada
$677K -$74.5K -1,844 -10%
FAAS
59
First Allied Advisory Services
California
$671K +$209K +5,176 +47%
PMG
60
ProVise Management Group
Florida
$647K +$12K +296 +2%
UCFA
61
United Capital Financial Advisors
Texas
$626K -$109K -2,704 -15%
Stifel Financial
62
Stifel Financial
Missouri
$612K +$190K +4,714 +47%
MLIC
63
Mandatum Life Insurance Company
Finland
$592K
TNBTD
64
Trustmark National Bank Trust Department
Mississippi
$577K
CBU
65
CIBC Bank USA
Illinois
$529K
PAG
66
Private Advisor Group
New Jersey
$480K +$162 +4 +0%
CC
67
Callan Capital
California
$475K
HH
68
Hilltop Holdings
Texas
$475K
BCI
69
Brinker Capital Investments
Pennsylvania
$475K +$1.37K +34 +0.3%
SDWMA
70
Schneider Downs Wealth Management Advisors
Pennsylvania
$446K
BAM
71
Barrett Asset Management
New York
$441K +$5.25K +130 +1%
Chevy Chase Trust
72
Chevy Chase Trust
Maryland
$412K
RJFSA
73
Raymond James Financial Services Advisors
Florida
$409K +$16.4K +406 +4%
CWM
74
Cranbrook Wealth Management
Michigan
$353K -$8K -198 -2%
FLPIM
75
F.L. Putnam Investment Management
Massachusetts
$339K