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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$9.63M +$609K +7,563 +7%
LWP
27
Laurel Wealth Planning
Minnesota
$9.22M +$734K +9,117 +9%
BCM
28
Brookstone Capital Management
Illinois
$9.17M +$19.1K +238 +0.2%
MCM
29
Manchester Capital Management
Vermont
$9.1M +$62.2K +773 +0.7%
PG
30
Prostatis Group
Maryland
$8.55M +$1.96M +24,350 +31%
MML Investors Services
31
MML Investors Services
Massachusetts
$8.44M +$4.01M +49,869 +96%
CJA
32
C-J Advisory
California
$8.38M -$155K -1,923 -2%
ASN
33
Advisory Services Network
Georgia
$8.15M +$20.3K +252 +0.3%
GAM
34
Gemmer Asset Management
California
$8.04M +$561K +6,968 +8%
RJA
35
Raymond James & Associates
Florida
$7.46M +$1.32M +16,449 +22%
BWM
36
Baystate Wealth Management
Massachusetts
$7.24M -$1.52M -18,856 -18%
JFGIW
37
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.65M +$143K +1,780 +2%
SWA
38
SOA Wealth Advisors
New York
$6.31M -$549K -6,827 -8%
FHA
39
First Horizon Advisors
Tennessee
$6.3M +$19.6K +244 +0.3%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$6.25M +$1.2M +14,891 +25%
MWM
41
Mascoma Wealth Management
New Hampshire
$6.14M +$1.42M +17,628 +31%
GI
42
Gradient Investments
Minnesota
$6.12M -$4.45M -55,279 -43%
SW
43
SVB Wealth
Massachusetts
$5.78M -$496K -6,160 -8%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$5.56M +$1.71M +21,246 +46%
EAM
45
Erste Asset Management
Austria
$5.32M -$141K -1,758 -3%
QCM
46
Quest Capital Management
Texas
$4.78M -$16.3K -202 -0.3%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$4.72M +$195K +2,428 +4%
William Blair & Company
48
William Blair & Company
Illinois
$4.58M -$162K -2,013 -4%
GA
49
Geller Advisors
New York
$4.57M -$342K -4,247 -7%
PAS
50
Park Avenue Securities
New York
$4.35M -$530K -6,592 -11%