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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSB
51
Bangor Savings Bank
Maine
$971K
FAAS
52
First Allied Advisory Services
California
$907K +$26.5K +600 +3%
P
53
Pitcairn
Pennsylvania
$901K -$17.2K -388 -2%
JMFC
54
J.M. Forbes & Co
Massachusetts
$816K -$38.9K -880 -5%
UCFA
55
United Capital Financial Advisors
Texas
$811K +$104K +2,358 +15%
Fiera Capital (Canada)
56
Fiera Capital (Canada)
Quebec, Canada
$735K
MML Investors Services
57
MML Investors Services
Massachusetts
$705K +$698K +15,784 New
PMG
58
ProVise Management Group
Florida
$694K +$1.59K +36 +0.2%
MLIC
59
Mandatum Life Insurance Company
Finland
$642K
CBU
60
CIBC Bank USA
Illinois
$573K
TNBTD
61
Trustmark National Bank Trust Department
Mississippi
$527K +$97.3K +2,200 +23%
HH
62
Hilltop Holdings
Texas
$514K
Stifel Financial
63
Stifel Financial
Missouri
$508K -$15K -340 -3%
BAM
64
Barrett Asset Management
New York
$487K +$4.42K +100 +0.9%
BMM
65
Buffington Mohr McNeal
Idaho
$485K
CC
66
Callan Capital
California
$470K -$6.99K -158 -1%
CWM
67
Cornerstone Wealth Management
Missouri
$462K +$40.2K +910 +10%
Chevy Chase Trust
68
Chevy Chase Trust
Maryland
$447K
KeyBank National Association
69
KeyBank National Association
Ohio
$444K +$440K +9,950 New
GI
70
Gradient Investments
Minnesota
$441K +$45K +1,018 +11%
BWM
71
Baystate Wealth Management
Massachusetts
$427K +$132K +2,996 +47%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$422K
Citigroup
73
Citigroup
New York
$389K -$3.63K -82 -0.9%
CWM
74
Cranbrook Wealth Management
Michigan
$357K -$24.7K -558 -7%
CAN
75
Cetera Advisor Networks
California
$357K +$6.1K +138 +2%