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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$392M +$73.4K +1,021 +23%
Morgan Stanley
2
Morgan Stanley
New York
$331M -$2.98M -41,429 -0.9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$253M +$2.78M +38,656 +1%
Bank of America
4
Bank of America
North Carolina
$182M +$35.4M +491,933 +24%
JP Morgan Chase
5
JP Morgan Chase
New York
$123M +$7.11M +98,915 +6%
Ameriprise
6
Ameriprise
Minnesota
$63.4M +$481K +6,698 +0.8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$56.8M +$3.1M +43,177 +6%
UBS Group
8
UBS Group
Switzerland
$44M +$469K +6,526 +1%
Betterment LLC
9
Betterment LLC
New York
$43.2M -$2.87M -39,888 -6%
LPL Financial
10
LPL Financial
California
$43.1M +$4.41M +61,336 +11%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$34.2M +$678K +9,430 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$32.8M -$1.09M -15,135 -3%
Goldman Sachs
13
Goldman Sachs
New York
$28.3M -$703K -9,777 -2%
Wells Fargo
14
Wells Fargo
California
$23M +$4.47M +62,174 +24%
SEI Investments
15
SEI Investments
Pennsylvania
$22.7M +$7.34M +102,080 +48%
BlackRock
16
BlackRock
New York
$22.2M +$19.7M +274,088 +773%
Mariner
17
Mariner
Kansas
$17.7M +$1.08M +15,013 +6%
Truist Financial
18
Truist Financial
North Carolina
$17M -$229K -3,181 -1%
PAS
19
Park Avenue Securities
New York
$15.4M +$161K +2,245 +1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$15.1M +$1.44M +19,994 +10%
TAM
21
Trillium Asset Management
Massachusetts
$14M +$9.68M +134,675 +223%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$13.9M +$3.88M +53,995 +39%
Creative Planning
23
Creative Planning
Kansas
$13.8M +$53.6K +746 +0.4%
US Bancorp
24
US Bancorp
Minnesota
$13.3M -$83.2K -1,158 -0.6%
MML Investors Services
25
MML Investors Services
Massachusetts
$12.2M -$401K -5,578 -3%
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