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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
51
Brinker Capital
Pennsylvania
$1.58M +$91.1K +1,730 +6%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.51M +$372K +7,062 +33%
SBL
53
Sargent Bickham Lagudis
Colorado
$1.48M +$45.9K +872 +3%
Creative Planning
54
Creative Planning
Kansas
$1.44M +$2.95K +56 +0.2%
BCI
55
Brinker Capital Investments
Pennsylvania
$1.37M +$7.26K +138 +0.5%
BDF
56
Balasa Dinverno & Foltz
$1.36M -$39.7K -754 -3%
WCM
57
Wealthcare Capital Management
Virginia
$1.35M -$6.42K -122 -0.5%
BSB
58
Bangor Savings Bank
Maine
$1.2M +$225K +4,278 +24%
PA
59
Paracle Advisors
Washington
$1.17M +$74.7K +1,420 +7%
Truist Financial
60
Truist Financial
North Carolina
$1.1M +$79.9K +1,518 +8%
CA
61
Cetera Advisors
Colorado
$1.07M +$10.3K +196 +1%
P
62
Pitcairn
Pennsylvania
$1.06M
KeyBank National Association
63
KeyBank National Association
Ohio
$1.03M +$138K +2,622 +16%
MLIC
64
Mandatum Life Insurance Company
Finland
$1.03M
Franklin Resources
65
Franklin Resources
California
$1.03M +$19.5K +370 +2%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$955K -$157K -2,992 -14%
UCFA
67
United Capital Financial Advisors
Texas
$929K +$122K +2,324 +15%
Fiera Capital (Canada)
68
Fiera Capital (Canada)
Quebec, Canada
$878K
TRCT
69
Tower Research Capital (TRC)
New York
$859K -$1.07M -20,300 -56%
BAAM
70
Baker Avenue Asset Management
California
$814K +$106K +2,020 +15%
BWM
71
Baystate Wealth Management
Massachusetts
$795K +$61.1K +1,160 +8%
RCS
72
Retirement Capital Strategies
California
$783K
AG
73
Advisor Group
Arizona
$776K -$82.6K -1,570 -10%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$762K +$7.58K +144 +1%
SCA
75
Snowden Capital Advisors
New York
$749K +$23.6K +448 +3%