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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMFC
51
J.M. Forbes & Co
Massachusetts
$966K +$42.5K +842 +4%
MLIC
52
Mandatum Life Insurance Company
Finland
$941K
ECM
53
ETrade Capital Management
Virginia
$938K +$747K +14,792 +336%
SCA
54
Snowden Capital Advisors
New York
$936K -$57.2K -1,134 -6%
AG
55
Advisor Group
Arizona
$912K -$90.1K -1,786 -9%
Franklin Resources
56
Franklin Resources
California
$909K +$939K +18,600 New
PBO
57
Peoples Bank (Ohio)
Ohio
$904K -$79.4K -1,574 -8%
BSB
58
Bangor Savings Bank
Maine
$876K +$51.5K +1,020 +6%
Truist Financial
59
Truist Financial
North Carolina
$866K -$666K -13,206 -43%
Stifel Financial
60
Stifel Financial
Missouri
$860K -$3.02M -59,888 -77%
PAG
61
Private Advisor Group
New Jersey
$843K +$350K +6,928 +67%
MML Investors Services
62
MML Investors Services
Massachusetts
$819K +$178K +3,524 +27%
KeyBank National Association
63
KeyBank National Association
Ohio
$814K +$75.7K +1,500 +10%
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$804K
PMG
65
ProVise Management Group
Florida
$749K -$4.95K -98 -0.6%
UCFA
66
United Capital Financial Advisors
Texas
$734K -$128K -2,532 -14%
PA
67
Paracle Advisors
Washington
$731K +$116K +2,294 +18%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$712K +$303K +6,006 +70%
BWM
69
Baystate Wealth Management
Massachusetts
$661K +$153K +3,028 +29%
FFA
70
First Foundation Advisors
California
$655K +$9.79K +194 +1%
CBU
71
CIBC Bank USA
Illinois
$627K
GI
72
Gradient Investments
Minnesota
$581K +$84.2K +1,668 +16%
TNBTD
73
Trustmark National Bank Trust Department
Mississippi
$577K
BAAM
74
Baker Avenue Asset Management
California
$576K +$172K +3,400 +40%
TRCT
75
Tower Research Capital (TRC)
New York
$570K +$162K +3,214 +38%