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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$10.4M +$1.99M +23,251 +23%
FT
27
Fiduciary Trust
Massachusetts
$10.2M -$1.81M -21,205 -15%
PG
28
Prostatis Group
Maryland
$9.85M +$1.29M +15,123 +15%
BCM
29
Brookstone Capital Management
Illinois
$9.19M -$103K -1,204 -1%
CJA
30
C-J Advisory
California
$8.25M -$174K -2,030 -2%
GI
31
Gradient Investments
Minnesota
$8.11M +$2.02M +23,628 +32%
MCM
32
Manchester Capital Management
Vermont
$8.06M -$1.11M -12,937 -12%
GAM
33
Gemmer Asset Management
California
$8.01M -$60.1K -703 -0.7%
ASN
34
Advisory Services Network
Georgia
$7.89M -$302K -3,529 -4%
JFGIW
35
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7M +$321K +3,758 +5%
MWM
36
Mascoma Wealth Management
New Hampshire
$6.88M +$733K +8,567 +12%
RJA
37
Raymond James & Associates
Florida
$6.61M -$913K -10,673 -12%
FHA
38
First Horizon Advisors
Tennessee
$6.43M +$104K +1,215 +2%
SWA
39
SOA Wealth Advisors
New York
$6.13M -$215K -2,517 -3%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$6.12M -$168K -1,968 -3%
SW
41
SVB Wealth
Massachusetts
$5.86M +$57K +667 +1%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$5.78M +$193K +2,259 +3%
FAFN
43
First Affirmative Financial Network
Colorado
$5.47M +$5.62M +65,732 New
QCM
44
Quest Capital Management
Texas
$5.13M +$342K +3,996 +7%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$5M +$257K +3,004 +5%
BWM
46
Baystate Wealth Management
Massachusetts
$4.76M -$2.58M -30,187 -35%
GA
47
Geller Advisors
New York
$4.53M -$71.2K -833 -2%
SPIA
48
Strategic Point Investment Advisors
Rhode Island
$4.41M +$49.9K +584 +1%
HighTower Advisors
49
HighTower Advisors
Illinois
$4.29M -$19K -222 -0.4%
CAN
50
Cetera Advisor Networks
California
$4.15M +$48.6K +568 +1%