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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 -$13.9K -376 -0.1%
JP Morgan Chase
2
JP Morgan Chase
New York
$10.5M +$1.08M +29,224 +11%
Goldman Sachs
3
Goldman Sachs
New York
$10.1M -$205K -5,560 -2%
U
4
UBS
Switzerland
$8.77M +$332K +8,984 +4%
SB
5
Suntrust Banks
Georgia
$8.71M -$64K -1,734 -0.7%
BG
6
Bahl & Gaynor
Ohio
$8.06M -$305K -8,270 -4%
Morgan Stanley
7
Morgan Stanley
New York
$4.59M -$142K -3,844 -3%
Wells Fargo
8
Wells Fargo
California
$3.66M +$189K +5,126 +5%
PA
9
Paracle Advisors
Washington
$3.62M +$3.65M +98,784 New
GC
10
Gibson Capital
Pennsylvania
$3.58M +$222K +6,000 +7%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$3.48M +$1.22M +32,954 +53%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.06M +$20.9K +566 +0.7%
RNS
13
Robert N. Shapiro
$3.05M
US Bancorp
14
US Bancorp
Minnesota
$2.99M +$17.3K +468 +0.6%
LPL Financial
15
LPL Financial
California
$1.97M +$19.2K +520 +1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.95M +$428K +11,590 +28%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.58M -$2.22M -60,156 -58%
RC
18
RegentAtlantic Capital
New Jersey
$1.56M
Ameriprise
19
Ameriprise
Minnesota
$1.2M +$70.6K +1,912 +6%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$1.08M +$70.2K +1,900 +7%
TAM
21
Trillium Asset Management
Massachusetts
$1.08M +$314K +8,500 +41%
Mariner
22
Mariner
Kansas
$1.03M +$3.18K +86 +0.3%
JFGIW
23
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$895K +$43.9K +1,188 +5%
P
24
Pitcairn
Pennsylvania
$859K -$77K -2,084 -8%
AC
25
Alexandria Capital
Virginia
$829K