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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$2.04M
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$1.95M -$25K -452 -1%
JFGIW
53
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.9M -$258K -4,674 -12%
LNC
54
Lincoln National Corp
Pennsylvania
$1.83M +$1.37M +24,772 +300%
EWM
55
Evercore Wealth Management
New York
$1.76M
MM
56
Main Management
California
$1.71M -$160K -2,902 -9%
JMFC
57
J.M. Forbes & Co
Massachusetts
$1.68M -$38.5K -696 -2%
SPIA
58
Strategic Point Investment Advisors
Rhode Island
$1.68M +$1.68M +30,366 New
AWM
59
AE Wealth Management
Kansas
$1.59M +$1.59M +28,696 New
SS
60
Simplicity Solutions
Minnesota
$1.57M +$1.57M +28,396 New
SBL
61
Sargent Bickham Lagudis
Colorado
$1.57M -$12.2K -220 -0.8%
RC
62
RegentAtlantic Capital
New Jersey
$1.56M -$19.6K -354 -1%
DC
63
DeDora Capital
California
$1.54M +$2.21K +40 +0.1%
WCM
64
Wealthcare Capital Management
Virginia
$1.53M +$6.74K +122 +0.4%
GI
65
Gradient Investments
Minnesota
$1.52M -$18.8K -340 -1%
BDF
66
Balasa Dinverno & Foltz
$1.51M +$5.08K +92 +0.3%
WAM
67
Wealthspire Advisors (Maryland)
Maryland
$1.51M +$1.16M +20,954 +337%
MIAN
68
Mariner Independent Advisor Network
Kansas
$1.5M +$33.9K +614 +2%
BCI
69
Brinker Capital Investments
Pennsylvania
$1.5M +$72.5K +1,312 +5%
SCA
70
Snowden Capital Advisors
New York
$1.5M +$169K +3,066 +13%
MLIC
71
Mandatum Life Insurance Company
Finland
$1.45M +$376K +6,800 +35%
BC
72
Brinker Capital
Pennsylvania
$1.41M -$1.44K -26 -0.1%
BBNA
73
Bremer Bank National Association
Minnesota
$1.4M +$295K +5,342 +27%
AG
74
Advisor Group
Arizona
$1.35M +$508K +9,188 +61%
PWP
75
Personal Wealth Partners
Minnesota
$1.33M