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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.23M -$103K -1,960 -3%
CJA
27
C-J Advisory
California
$3.08M +$159K +3,030 +6%
CCM
28
Cribstone Capital Management
Maine
$3.04M +$144K +2,744 +5%
PAG
29
Private Advisor Group
New Jersey
$2.97M +$2.33M +44,200 +388%
LGWM
30
Litman Gregory Wealth Management
California
$2.88M -$14.2K -270 -0.5%
ECM
31
ETrade Capital Management
Virginia
$2.67M +$1.04M +19,848 +66%
GC
32
Gibson Capital
Pennsylvania
$2.53M -$838K -15,924 -25%
Chevy Chase Trust
33
Chevy Chase Trust
Maryland
$2.35M – – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$2.34M -$105K -1,998 -4%
JFGIW
35
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.29M +$187K +3,554 +9%
RA
36
Rational Advisors
New York
$2.23M +$2.2M +41,824 New
TCM
37
Tuttle Capital Management
Connecticut
$2.23M +$2.2M +41,824 New
DWM
38
Destination Wealth Management
California
$2.12M +$197K +3,740 +10%
BSWM
39
Boston Standard Wealth Management
Massachusetts
$2.09M +$2.06M +39,068 New
HighTower Advisors
40
HighTower Advisors
Illinois
$2.02M +$83.3K +1,582 +4%
SFP
41
Shepherd Financial Partners
Massachusetts
$1.93M -$1.9K -36 -0.1%
TAM
42
Trillium Asset Management
Massachusetts
$1.9M -$105K -1,990 -5%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.9M +$55.5K +1,054 +3%
JMFC
44
J.M. Forbes & Co
Massachusetts
$1.72M +$3.47K +66 +0.2%
RC
45
RegentAtlantic Capital
New Jersey
$1.7M -$189K -3,596 -10%
EWM
46
Evercore Wealth Management
New York
$1.7M – – –
MCM
47
Manchester Capital Management
Vermont
$1.66M – – –
MM
48
Main Management
California
$1.62M +$325K +6,166 +25%
RJA
49
Raymond James & Associates
Florida
$1.59M +$560K +10,632 +55%
BC
50
Brinker Capital
Pennsylvania
$1.58M +$91.1K +1,730 +6%