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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
51
Tompkins Financial
New York
$327K +$319K +8,538 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$324K +$70.8K +1,894 +29%
BAM
53
Barrett Asset Management
New York
$313K
ZCI
54
Zevenbergen Capital Investments
Washington
$309K +$302K +8,080 New
HC
55
Highmount Capital
New York
$306K
HPC
56
HM Payson & Co
Maine
$306K
V
57
Veritable
Delaware
$286K -$177K -4,726 -39%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$285K
MFW
59
Meristem Family Wealth
Minnesota
$284K
CCM
60
Catawba Capital Management
Virginia
$244K
WF
61
WealthTrust Fairport
Ohio
$233K -$51.6K -1,380 -18%
B
62
Bailard
California
$230K
GIP
63
Granite Investment Partners
California
$215K +$210K +5,604 New
HSBC Holdings
64
HSBC Holdings
United Kingdom
$214K
NPC
65
National Planning Corporation
California
$213K +$211K +5,654 New
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$192K +$107K +2,860 +134%
MCM
67
Manchester Capital Management
Vermont
$191K
PSC
68
Prentiss Smith & Co
Vermont
$149K +$145K +3,880 New
HR
69
Howe & Rusling
New York
$115K
NES
70
New England Securities
New York
$115K
Creative Planning
71
Creative Planning
Kansas
$105K +$40.8K +1,092 +66%
JFA
72
JNBA Financial Advisors
Minnesota
$102K
WCM
73
Wealthcare Capital Management
Virginia
$97K
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$93K
BCM
75
Blume Capital Management
California
$92K +$7.48K +200 +9%