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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
51
Meristem Family Wealth
Minnesota
$272K -$5.02K -136 -2%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$241K +$26.4K +716 +12%
CCM
53
Catawba Capital Management
Virginia
$234K
B
54
Bailard
California
$217K +$222K +6,000 New
MFP
55
Mosaic Financial Partners
California
$212K
HSBC Holdings
56
HSBC Holdings
United Kingdom
$206K
MCM
57
Manchester Capital Management
Vermont
$183K
PAG
58
Private Advisor Group
New Jersey
$169K +$170K +4,604 New
HR
59
Howe & Rusling
New York
$110K
NES
60
New England Securities
New York
$110K
JFA
61
JNBA Financial Advisors
Minnesota
$97K
WCM
62
Wealthcare Capital Management
Virginia
$93K
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$89K
Citigroup
64
Citigroup
New York
$85K
BCM
65
Blume Capital Management
California
$81K +$9.23K +250 +13%
FCCM
66
First City Capital Management
Georgia
$80.7K
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$79K +$39.5K +1,070 +100%
LWA
68
Lenox Wealth Advisors
New York
$78K +$78.7K +2,130 New
Creative Planning
69
Creative Planning
Kansas
$60K +$1.92K +52 +3%
MFS
70
MSI Financial Services
Massachusetts
$53K
PSI
71
Pinnacle Summer Investments
Virginia
$51K
LNB
72
Ledyard National Bank
$44K
NFG
73
Next Financial Group
Texas
$44K +$44.3K +1,200 New
FWM
74
Focused Wealth Management
New York
$40K +$2.95K +80 +8%
TCOV
75
Trust Company of Vermont
Vermont
$39K +$7.53K +204 +24%