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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
51
William Blair & Company
Illinois
$1.24M -$31.1K -620 -2%
MM
52
Main Management
California
$1.22M +$1.21M +24,196 New
MML Investors Services
53
MML Investors Services
Massachusetts
$1.07M +$225K +4,474 +27%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$1.05M +$30.4K +606 +3%
PA
55
Paracle Advisors
Washington
$1.03M +$273K +5,444 +36%
CA
56
Cetera Advisors
Colorado
$1M -$138K -2,752 -12%
P
57
Pitcairn
Pennsylvania
$1M -$17.1K -340 -2%
MLIC
58
Mandatum Life Insurance Company
Finland
$972K
RJA
59
Raymond James & Associates
Florida
$971K +$604K +12,030 +167%
Truist Financial
60
Truist Financial
North Carolina
$959K +$63.9K +1,272 +7%
Franklin Resources
61
Franklin Resources
California
$951K +$12K +240 +1%
BSB
62
Bangor Savings Bank
Maine
$916K +$10.6K +212 +1%
KeyBank National Association
63
KeyBank National Association
Ohio
$840K
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$830K
Stifel Financial
65
Stifel Financial
Missouri
$822K -$68.8K -1,370 -8%
AG
66
Advisor Group
Arizona
$813K -$128K -2,548 -14%
UCFA
67
United Capital Financial Advisors
Texas
$761K +$2.31K +46 +0.3%
BWM
68
Baystate Wealth Management
Massachusetts
$752K +$61K +1,216 +9%
RCS
69
Retirement Capital Strategies
California
$740K +$736K +14,660 New
Baird Financial Group
70
Baird Financial Group
Wisconsin
$711K -$24.7K -492 -3%
PBO
71
Peoples Bank (Ohio)
Ohio
$689K -$243K -4,850 -26%
SCA
72
Snowden Capital Advisors
New York
$685K -$281K -5,592 -29%
BAAM
73
Baker Avenue Asset Management
California
$668K +$71.8K +1,430 +12%
DFIG
74
Dragon Financial & Investment Group
California
$617K +$614K +12,226 New
GI
75
Gradient Investments
Minnesota
$592K -$7.43K -148 -1%