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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Cribstone Capital Management
Maine
$2.73M +$233K +4,646 +9%
PCA
27
Personal Capital Advisors
California
$2.26M +$1.92M +38,286 +584%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$2.24M – – –
Chevy Chase Trust
29
Chevy Chase Trust
Maryland
$2.22M – – –
BP
30
Ballentine Partners
Massachusetts
$2.12M -$20.9K -416 -1%
JFGIW
31
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.98M -$40.4K -804 -2%
SFP
32
Shepherd Financial Partners
Massachusetts
$1.93M +$635K +12,648 +50%
TAM
33
Trillium Asset Management
Massachusetts
$1.89M -$137K -2,724 -7%
TRCT
34
Tower Research Capital (TRC)
New York
$1.84M +$1.24M +24,724 +212%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.83M +$186K +3,706 +11%
DWM
36
Destination Wealth Management
California
$1.82M +$1.25M +24,968 +226%
RC
37
RegentAtlantic Capital
New Jersey
$1.79M +$2.21K +44 +0.1%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.78M +$460K +9,156 +35%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1.74M – – –
JMFC
40
J.M. Forbes & Co
Massachusetts
$1.62M +$617K +12,292 +62%
EWM
41
Evercore Wealth Management
New York
$1.6M – – –
MCM
42
Manchester Capital Management
Vermont
$1.57M – – –
ECM
43
ETrade Capital Management
Virginia
$1.52M +$549K +10,928 +57%
BC
44
Brinker Capital
Pennsylvania
$1.41M -$301K -5,998 -18%
Creative Planning
45
Creative Planning
Kansas
$1.36M -$102K -2,032 -7%
SBL
46
Sargent Bickham Lagudis
Colorado
$1.35M -$38.8K -772 -3%
BDF
47
Balasa Dinverno & Foltz
$1.32M – – –
BCI
48
Brinker Capital Investments
Pennsylvania
$1.29M +$19.9K +396 +2%
WCM
49
Wealthcare Capital Management
Virginia
$1.29M +$125K +2,494 +11%
William Blair & Company
50
William Blair & Company
Illinois
$1.24M -$31.1K -620 -2%