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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$234K +$86.5K +1,556 +65%
AIP
227
Ameritas Investment Partners
Nebraska
$232K +$1.56K +28 +0.7%
SIAP
228
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$230K – – –
TCOV
229
Trust Company of Vermont
Vermont
$226K +$6.12K +110 +3%
BWM
230
BerganKDV Wealth Management
Minnesota
$225K -$63.5K -1,142 -23%
EDRIA
231
Edmonds Duncan Registered Investment Advisors
Kansas
$225K +$212K +3,806 New
MA
232
MUFG Americas
New York
$224K +$15.5K +278 +8%
CG
233
Colony Group
Massachusetts
$223K -$51.9K -934 -20%
AC
234
Abbrea Capital
California
$220K +$207K +3,732 New
CYG
235
Clean Yield Group
Vermont
$219K +$206K +3,704 New
FCI
236
Financial Counselors Inc
Kansas
$219K +$207K +3,718 New
PTC
237
Private Trust Company
Ohio
$216K +$202K +3,628 New
HCA
238
Heck Capital Advisors
Wisconsin
$214K +$11.8K +212 +6%
CAM
239
Close Asset Management
United Kingdom
$214K +$98.9K +1,780 +97%
TIA
240
Traphagen Investment Advisors
New Jersey
$213K +$201K +3,610 New
PWAG
241
Polaris Wealth Advisory Group
California
$212K +$198K +3,562 New
RFC
242
Regions Financial Corp
Alabama
$212K +$200K +3,600 New
EWA
243
EP Wealth Advisors
California
$211K – – –
AWA
244
Arete Wealth Advisors
Illinois
$208K +$196K +3,518 New
SFA
245
Sequoia Financial Advisors
Ohio
$204K +$192K +3,450 New
WTC
246
WhitTier Trust Company
Nevada
$202K – – –
Renaissance Technologies
247
Renaissance Technologies
New York
$201K +$189K +3,400 New
ACA
248
Atlas Capital Advisors
Wyoming
$195K – – –
JFA
249
JNBA Financial Advisors
Minnesota
$193K +$1K +18 +0.6%
ST
250
Smithfield Trust
Pennsylvania
$185K -$3.67K -66 -2%