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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$371M +$6.42M +80,736 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$254M -$497K -6,255 -0.2%
Bank of America
3
Bank of America
North Carolina
$143M -$3.54M -44,491 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$128M -$6.05M -76,094 -5%
Ameriprise
5
Ameriprise
Minnesota
$84.2M +$4.17M +52,503 +6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$73.7M +$7.9M +99,364 +13%
LPL Financial
7
LPL Financial
California
$50.1M -$2.62M -32,962 -5%
UBS Group
8
UBS Group
Switzerland
$47.7M -$1.36M -17,060 -3%
Betterment LLC
9
Betterment LLC
New York
$45.5M -$2.61M -32,778 -6%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$35.3M -$2.81M -35,316 -8%
Osaic Holdings
11
Osaic Holdings
Arizona
$34.2M +$83.1K +1,045 +0.3%
Goldman Sachs
12
Goldman Sachs
New York
$34M +$855K +10,755 +3%
SEI Investments
13
SEI Investments
Pennsylvania
$29.8M +$54.8K +689 +0.2%
Mariner
14
Mariner
Kansas
$20.9M +$125K +1,572 +0.6%
Cerity Partners
15
Cerity Partners
New York
$20.6M +$13.7M +172,623 +237%
DF
16
Dunhill Financial
United Kingdom
$19.8M +$18.8M +237,094 New
Truist Financial
17
Truist Financial
North Carolina
$18M -$1.21M -15,276 -7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$16.7M -$11.4K -143 -0.1%
Creative Planning
19
Creative Planning
Kansas
$16.5M +$39.6K +498 +0.3%
PAS
20
Park Avenue Securities
New York
$15.9M +$329K +4,134 +2%
Wells Fargo
21
Wells Fargo
California
$15.7M -$127K -1,598 -0.8%
US Bancorp
22
US Bancorp
Minnesota
$14.9M -$529K -6,656 -4%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$12.9M -$619K -7,786 -5%
FT
24
Fiduciary Trust
Massachusetts
$12.6M -$1.43K -18 -0%
MML Investors Services
25
MML Investors Services
Massachusetts
$12.1M +$281K +3,539 +3%