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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$13.3M +$832K +23,422 +7%
Goldman Sachs
2
Goldman Sachs
New York
$10.2M
JP Morgan Chase
3
JP Morgan Chase
New York
$9.44M +$524K +14,762 +6%
SB
4
Suntrust Banks
Georgia
$8.74M -$4.69K -132 -0.1%
U
5
UBS
Switzerland
$8.41M +$215K +6,046 +3%
BG
6
Bahl & Gaynor
Ohio
$8.33M -$300K -8,450 -4%
Morgan Stanley
7
Morgan Stanley
New York
$4.71M +$1.61M +45,248 +54%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.77M +$1.48M +41,610 +68%
Wells Fargo
9
Wells Fargo
California
$3.46M +$253K +7,118 +8%
GC
10
Gibson Capital
Pennsylvania
$3.35M +$48.5K +1,364 +2%
RNS
11
Robert N. Shapiro
$3.04M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.03M +$1.94M +54,692 +195%
US Bancorp
13
US Bancorp
Minnesota
$2.96M -$47.6K -1,340 -2%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$2.26M
LPL Financial
15
LPL Financial
California
$1.97M +$340K +9,576 +22%
RC
16
RegentAtlantic Capital
New Jersey
$1.56M +$35K +984 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.52M +$114K +3,212 +8%
TH
18
Timber Hill
Connecticut
$1.2M +$835K +23,518 +255%
Ameriprise
19
Ameriprise
Minnesota
$1.13M +$135K +3,792 +14%
Mariner
20
Mariner
Kansas
$1.02M +$2.84K +80 +0.3%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$1.01M
P
22
Pitcairn
Pennsylvania
$932K
JFGIW
23
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$848K -$118K -3,318 -13%
AC
24
Alexandria Capital
Virginia
$826K +$80.7K +2,272 +11%
GAM
25
Gemmer Asset Management
California
$823K +$799K +22,502 New