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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$1.51M +$372K +7,062 +33%
SBL
52
Sargent Bickham Lagudis
Colorado
$1.48M +$45.9K +872 +3%
Creative Planning
53
Creative Planning
Kansas
$1.44M +$2.95K +56 +0.2%
BCI
54
Brinker Capital Investments
Pennsylvania
$1.37M +$7.26K +138 +0.5%
BDF
55
Balasa Dinverno & Foltz
$1.36M -$39.7K -754 -3%
WCM
56
Wealthcare Capital Management
Virginia
$1.35M -$6.42K -122 -0.5%
BSB
57
Bangor Savings Bank
Maine
$1.2M +$225K +4,278 +24%
PA
58
Paracle Advisors
Washington
$1.17M +$74.7K +1,420 +7%
Truist Financial
59
Truist Financial
North Carolina
$1.1M +$79.9K +1,518 +8%
CA
60
Cetera Advisors
Colorado
$1.07M +$10.3K +196 +1%
P
61
Pitcairn
Pennsylvania
$1.06M – – –
KeyBank National Association
62
KeyBank National Association
Ohio
$1.03M +$138K +2,622 +16%
MLIC
63
Mandatum Life Insurance Company
Finland
$1.03M – – –
Franklin Resources
64
Franklin Resources
California
$1.03M +$19.5K +370 +2%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$955K -$157K -2,992 -14%
UCFA
66
United Capital Financial Advisors
Texas
$929K +$122K +2,324 +15%
Fiera Capital (Canada)
67
Fiera Capital (Canada)
Quebec, Canada
$878K – – –
TRCT
68
Tower Research Capital (TRC)
New York
$859K -$1.07M -20,300 -56%
BAAM
69
Baker Avenue Asset Management
California
$814K +$106K +2,020 +15%
BWM
70
Baystate Wealth Management
Massachusetts
$795K +$61.1K +1,160 +8%
RCS
71
Retirement Capital Strategies
California
$783K – – –
AG
72
Advisor Group
Arizona
$776K -$82.6K -1,570 -10%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$762K +$7.58K +144 +1%
SCA
74
Snowden Capital Advisors
New York
$749K +$23.6K +448 +3%
PBO
75
Peoples Bank (Ohio)
Ohio
$686K -$42.1K -800 -6%