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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
401
Fairfield Financial Advisors
Massachusetts
$16.5K
DWMG
402
DB Wealth Management Group
California
$15K -$3.27K -42 -17%
EIP
403
Ellis Investment Partners
Pennsylvania
$15K
FMP
404
Financial Management Professionals
Texas
$15K
IF
405
Integrity Financial
Wyoming
$11K
VRM
406
Vectors Research Management
New York
$11K
KFS
407
Kelly Financial Services
Massachusetts
$10.8K +$2.26K +29 +24%
CTC
408
Central Trust Company
Missouri
$10K
CAAS
409
Capital Asset Advisory Services
Michigan
$10K +$2.1K +27 +23%
IAMOG
410
Investors Asset Management of Georgia
Georgia
$10K +$10.4K +134 New
GFPC
411
Global Financial Private Client
Florida
$9.78K
EWM
412
Evermay Wealth Management
Virginia
$9K
EBA
413
Eagle Bay Advisors
New York
$8.84K +$9.58K +123 New
TIM
414
Tortoise Investment Management
New York
$6K
NL
415
NVWM LLC
Pennsylvania
$5K +$5.14K +66 New
PA
416
Parallel Advisors
California
$4K
LDFR
417
Lehman & Derafelo Financial Resources
Pennsylvania
$4K +$4.28K +55 New
Bank of Montreal
418
Bank of Montreal
Ontario, Canada
$3.25K -$155K -1,988 -4%
HCP
419
Hexagon Capital Partners
Arkansas
$3K
MIM
420
Macroview Investment Management
Maryland
$3K +$3.04K +39 New
JPLA
421
Joseph P. Lucia & Associates
New York
$2K
NFSG
422
Newbridge Financial Services Group
Florida
$2K
PPWM
423
PFG Private Wealth Management
Florida
$2K +$2.1K +27 New
BTI
424
Blue Trust Inc
Georgia
$1K +$1.01K +13 New
WIM
425
Westside Investment Management
California
$111