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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
276
Bridgewater Advisors
New York
$300K -$24.3K -284 -7%
HCM
277
Hengehold Capital Management
Ohio
$300K
TCOV
278
Trust Company of Vermont
Vermont
$290K -$32.5K -380 -10%
PO
279
Private Ocean
California
$289K
KCA
280
Karn Couzens & Associates
Connecticut
$289K +$11.5K +134 +4%
GIA
281
Goodwin Investment Advisory
Georgia
$287K +$132K +1,545 +80%
AMM
282
American Money Management
California
$285K +$292K +3,420 New
BA
283
Ballew Advisors
Mississippi
$284K
T. Rowe Price Associates
284
T. Rowe Price Associates
Maryland
$284K
JFA
285
JNBA Financial Advisors
Minnesota
$279K
PFO
286
Pathstone Family Office
New Jersey
$278K
ACA
287
Atlas Capital Advisors
Wyoming
$275K
MFG
288
Merit Financial Group
Georgia
$275K
ZAM
289
Zevin Asset Management
Massachusetts
$269K
G
290
GenTrust
Florida
$262K
JIC
291
Johnson Investment Counsel
Ohio
$255K
LNB
292
Ledyard National Bank
$255K
JWBC
293
J.W. Burns & Co
New York
$253K
OPW
294
Oxler Private Wealth
New York
$252K
FCI
295
Financial Counselors Inc
Kansas
$251K -$51.5K -602 -17%
ST
296
Smithfield Trust
Pennsylvania
$251K -$2.99K -35 -1%
GWM
297
Geneos Wealth Management
Colorado
$251K +$137K +1,608 +117%
RDFA
298
Ritter Daniher Financial Advisory
Ohio
$250K
SIAP
299
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$250K
LC
300
Landaas & Company
Wisconsin
$249K -$7.35K -86 -3%