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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
$91.1M +$38.1M +837,684 +74%
UBS Group
2
UBS Group
Switzerland
$25.9M -$367K -8,074 -1%
JP Morgan Chase
3
JP Morgan Chase
New York
$25.1M +$617K +13,560 +3%
Morgan Stanley
4
Morgan Stanley
New York
$18.6M +$2.07M +45,576 +13%
Goldman Sachs
5
Goldman Sachs
New York
$18.5M -$1.23M -26,970 -6%
Betterment LLC
6
Betterment LLC
New York
$15.3M +$15M +330,458 New
JMPWA
7
JP Morgan Private Wealth Advisors
California
$10.8M +$551K +12,116 +6%
US Bancorp
8
US Bancorp
Minnesota
$10.6M +$53.7K +1,180 +0.5%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$9.12M +$5.96M +130,882 +200%
Wells Fargo
10
Wells Fargo
California
$8.84M +$3.09K +68 +0%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.66M +$1.8M +39,516 +27%
SB
12
Suntrust Banks
Georgia
$8.43M -$18.1K -398 -0.2%
Ameriprise
13
Ameriprise
Minnesota
$7.14M +$861K +18,926 +14%
PWM
14
Patriot Wealth Management
Texas
$5.06M +$2.18M +47,990 +79%
FWM
15
Frontier Wealth Management
Missouri
$4.97M
Jane Street
16
Jane Street
New York
$3.77M +$1.56M +34,350 +73%
LPL Financial
17
LPL Financial
California
$3.75M +$389K +8,556 +12%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.63M +$432K +9,492 +14%
TSS
19
Two Sigma Securities
New York
$3.2M +$3.14M +69,004 New
GC
20
Gibson Capital
Pennsylvania
$3.18M -$5.1K -112 -0.2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.46M +$352K +7,744 +17%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$2.42M +$49.2K +1,082 +2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.4M -$469K -10,304 -17%
Mariner
24
Mariner
Kansas
$2.17M +$20.9K +460 +1%
CJA
25
C-J Advisory
California
$2.16M -$23.3K -512 -1%