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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
51
WealthTrust Fairport
Ohio
$212K
BAM
52
Barrett Asset Management
New York
$208K
MA
53
MUFG Americas
New York
$184K +$78.7K +2,510 +75%
PWAG
54
Polaris Wealth Advisory Group
California
$179K +$4.08K +130 +2%
BRWA
55
B. Riley Wealth Advisors
Florida
$179K +$564 +18 +0.3%
MCM
56
Manchester Capital Management
Vermont
$157K
NES
57
New England Securities
New York
$94K
JFA
58
JNBA Financial Advisors
Minnesota
$84K
HR
59
Howe & Rusling
New York
$79K +$4.08K +130 +6%
Citigroup
60
Citigroup
New York
$78K -$16.6K -530 -18%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$76K
LWA
62
Lenox Wealth Advisors
New York
$66K +$251 +8 +0.4%
PSI
63
Pinnacle Summer Investments
Virginia
$44K
Creative Planning
64
Creative Planning
Kansas
$41K +$40.6K +1,296 New
MFS
65
MSI Financial Services
Massachusetts
$39K
LNB
66
Ledyard National Bank
$38K
FWM
67
Focused Wealth Management
New York
$32K +$31.4K +1,000 New
TCOV
68
Trust Company of Vermont
Vermont
$27K
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$9K -$4.77K -152 -34%
FAM
70
Formidable Asset Management
Ohio
$6K +$6.27K +200 New
TH
71
Timber Hill
Connecticut
-$1.57M -52,100 Closed
DBT
72
Dubuque Bank & Trust
Iowa
-$559K -18,510 Closed
FHC
73
First Heartland Consultants
Missouri
-$5K -150 Closed