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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
51
Barrett Asset Management
New York
$338K – – –
Stifel Financial
52
Stifel Financial
Missouri
$336K +$2.73K +70 +0.8%
FLPIM
53
F.L. Putnam Investment Management
Massachusetts
$330K +$22.6K +580 +7%
ZCI
54
Zevenbergen Capital Investments
Washington
$307K – – –
HPC
55
HM Payson & Co
Maine
$304K – – –
V
56
Veritable
Delaware
$284K – – –
MFW
57
Meristem Family Wealth
Minnesota
$282K – – –
CAN
58
Cetera Advisor Networks
California
$274K – – –
WF
59
WealthTrust Fairport
Ohio
$272K +$41.7K +1,070 +18%
AC
60
Alexandria Capital
Virginia
$244K -$650K -16,702 -72%
CCM
61
Catawba Capital Management
Virginia
$242K – – –
CWM
62
Concert Wealth Management
California
$222K +$227K +5,822 New
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$219K -$8.72K -224 -4%
PAG
64
Private Advisor Group
New Jersey
$218K +$223K +5,726 New
HSBC Holdings
65
HSBC Holdings
United Kingdom
$213K – – –
MFS
66
MSI Financial Services
Massachusetts
$171K -$12.6K -324 -7%
HA
67
Harfst & Associates
Wyoming
$129K +$132K +3,400 New
HR
68
Howe & Rusling
New York
$128K +$13.6K +350 +12%
PSC
69
Prentiss Smith & Co
Vermont
$111K -$37.4K -960 -25%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$111K – – –
WCM
71
Wealthcare Capital Management
Virginia
$103K +$6.7K +172 +7%
JFA
72
JNBA Financial Advisors
Minnesota
$101K – – –
BCI
73
Brinker Capital Investments
Pennsylvania
$101K +$103K +2,652 New
BCM
74
Blume Capital Management
California
$99K – – –
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$92K – – –