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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
301
Trustmark National Bank Trust Department
Mississippi
$349K -$112K -1,408 -25%
FFA
302
First Foundation Advisors
California
$347K
TF
303
TIAA FSB
Florida
$346K
CAM
304
Close Asset Management
United Kingdom
$345K
BWM
305
BerganKDV Wealth Management
Minnesota
$342K -$3.97K -50 -1%
LWA
306
Lowe Wealth Advisors
Maryland
$341K
D
307
Diversified
Delaware
$339K +$954 +12 +0.3%
ATC
308
Argent Trust Co
Tennessee
$338K +$319K +4,016 New
RA
309
RFG Advisory
Alabama
$328K -$18.8K -237 -6%
WCFA
310
Walkner Condon Financial Advisors
Wisconsin
$325K
MIA
311
Milestone Investment Advisors
Wisconsin
$323K +$50.4K +634 +20%
Northern Trust
312
Northern Trust
Illinois
$321K
BMM
313
Buffington Mohr McNeal
Idaho
$318K -$632K -7,950 -68%
TCOV
314
Trust Company of Vermont
Vermont
$316K +$15.9K +200 +6%
AC
315
Abbrea Capital
California
$314K
KPWG
316
KFA Private Wealth Group
Virginia
$304K +$397 +5 +0.1%
GA
317
Goldstein Advisors
Wisconsin
$302K +$18K +226 +7%
LRIA
318
Leonard Rickey Investment Advisors
Washington
$298K
AG
319
Appleton Group
Wisconsin
$296K -$8.98K -113 -3%
SHWM
320
Smith & Howard Wealth Management
Georgia
$295K -$14.3K -180 -5%
JIC
321
Johnson Investment Counsel
Ohio
$295K
PO
322
Private Ocean
California
$292K
WB
323
WesBanco Bank
West Virginia
$291K +$26.9K +338 +11%
SPAS
324
Spectrum Planning & Advisory Services
California
$288K
WHCI
325
W.H. Cornerstone Investments
Massachusetts
$287K -$6.68K -84 -2%