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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MLIC
76
Mandatum Life Insurance Company
Finland
$896K
Franklin Resources
77
Franklin Resources
California
$893K
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$831K -$989 -20 -0.1%
BTW
79
Boston Trust Walden
Massachusetts
$793K +$500K +10,118 +146%
BAAM
80
Baker Avenue Asset Management
California
$784K +$79.7K +1,612 +11%
FAAS
81
First Allied Advisory Services
California
$777K +$555K +11,226 +206%
Fiera Capital (Canada)
82
Fiera Capital (Canada)
Quebec, Canada
$765K
Baird Financial Group
83
Baird Financial Group
Wisconsin
$708K +$49.3K +996 +7%
BC
84
Brio Consultants
California
$697K +$741K +14,990 New
TA
85
Trellis Advisors
Washington
$664K +$234K +4,728 +49%
HH
86
Hilltop Holdings
Texas
$627K +$96.1K +1,942 +17%
AWS
87
AJ Wealth Strategies
New York
$614K +$653K +13,208 New
AG
88
Advisor Group
Arizona
$608K -$71.9K -1,454 -10%
PBO
89
Peoples Bank (Ohio)
Ohio
$595K -$2.47K -50 -0.4%
GRP
90
Global Retirement Partners
California
$592K +$541K +10,938 +612%
CWM
91
Cornerstone Wealth Management
Missouri
$584K -$47.5M -960,232 -99%
PPA
92
Parametric Portfolio Associates
Washington
$579K +$220K +4,448 +56%
BSW
93
Buckingham Strategic Wealth
Missouri
$574K +$611K +12,352 New
PMG
94
ProVise Management Group
Florida
$563K +$2.97K +60 +0.5%
TA
95
Tiedemann Advisors
New York
$555K +$591K +11,940 New
HA
96
Harfst & Associates
Wyoming
$519K +$552K +11,162 New
GA
97
Geller Advisors
New York
$511K +$76.7K +1,550 +16%
CPIG
98
Chicago Partners Investment Group
Illinois
$508K -$44.1K -892 -8%
BAM
99
Barrett Asset Management
New York
$508K +$9.89K +200 +2%
CBU
100
CIBC Bank USA
Illinois
$505K