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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HBT
251
Hills Bank & Trust
Iowa
$305K -$8.14K -110 -3%
PA
252
Prism Advisors
California
$299K +$9.4K +127 +3%
PFM
253
Peak Financial Management
Massachusetts
$298K +$4.07K +55 +1%
WF
254
WoodTrust Financial
Wisconsin
$297K -$2.81K -38 -1%
RFC
255
Regions Financial Corp
Alabama
$295K +$19.8K +268 +7%
NL
256
NWAM LLC
Washington
$294K +$285K +3,853 New
G
257
GenTrust
Florida
$293K +$291K +3,930 New
TIA
258
Traphagen Investment Advisors
New Jersey
$292K -$3.85K -52 -1%
BWM
259
BerganKDV Wealth Management
Minnesota
$291K
GAM
260
Gould Asset Management
California
$291K
EFSCE
261
Enterprise Financial Services Corp (EFSC)
Missouri
$286K
AC
262
Abbrea Capital
California
$285K
FCI
263
Financial Counselors Inc
Kansas
$281K -$6.52K -88 -2%
HCM
264
Hengehold Capital Management
Ohio
$275K +$267K +3,602 New
AWA
265
Arete Wealth Advisors
Illinois
$272K +$74 +1 +0%
TRCT
266
Tower Research Capital (TRC)
New York
$270K +$262K +3,541 New
PO
267
Private Ocean
California
$265K -$129K -1,740 -33%
OPA
268
Old Port Advisors
Maine
$265K +$257K +3,472 New
SFA
269
Sequoia Financial Advisors
Ohio
$263K
T. Rowe Price Associates
270
T. Rowe Price Associates
Maryland
$260K -$18.5K -250 -7%
TCOV
271
Trust Company of Vermont
Vermont
$259K -$24.9K -336 -9%
AF
272
Advisornet Financial
Minnesota
$259K +$6.07K +82 +2%
JFA
273
JNBA Financial Advisors
Minnesota
$256K
PFO
274
Pathstone Family Office
New Jersey
$255K +$248K +3,343 New
ACA
275
Atlas Capital Advisors
Wyoming
$252K