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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GDP
226
Great Diamond Partners
Maine
$228K +$219K +3,808 New
Northern Trust
227
Northern Trust
Illinois
$216K +$206K +3,590 New
PAS
228
Partnervest Advisory Services
California
$215K -$353K -6,136 -63%
EWA
229
EP Wealth Advisors
California
$215K +$206K +3,584 New
MA
230
MUFG Americas
New York
$212K
FAAS
231
First Allied Advisory Services
California
$211K -$631K -10,976 -76%
WTC
232
WhitTier Trust Company
Nevada
$205K
Cetera Investment Advisers
233
Cetera Investment Advisers
Illinois
$202K +$195K +3,398 New
AC
234
Abbrea Capital
California
$201K +$192K +3,342 New
VHAM
235
Van Hulzen Asset Management
California
$201K +$193K +3,354 New
ACA
236
Atlas Capital Advisors
Wyoming
$199K
ST
237
Smithfield Trust
Pennsylvania
$194K -$15.5K -270 -8%
JFA
238
JNBA Financial Advisors
Minnesota
$191K +$30K +522 +20%
HR
239
Howe & Rusling
New York
$146K
FCM
240
Firestone Capital Management
Florida
$142K +$135K +2,356 New
FWM
241
Focused Wealth Management
New York
$139K +$345 +6 +0.3%
NFG
242
Next Financial Group
Texas
$135K
Bessemer Group
243
Bessemer Group
New Jersey
$132K
PAI
244
Pittenger & Anderson Inc
Nebraska
$130K -$2.64K -46 -2%
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$126K
WCG
246
Weaver Consulting Group
California
$126K
AWM
247
AllSquare Wealth Management
New York
$124K
FDCDDQ
248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K
AIP
249
Ameritas Investment Partners
Nebraska
$123K +$27.3K +476 +30%
RFWA
250
RPg Family Wealth Advisory
Massachusetts
$122K