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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$311K -$2.63K -70 -0.8%
WF
52
WealthTrust Fairport
Ohio
$310K +$58.9K +1,570 +22%
FLPIM
53
F.L. Putnam Investment Management
Massachusetts
$308K
HPC
54
HM Payson & Co
Maine
$284K
CAN
55
Cetera Advisor Networks
California
$283K +$32.2K +860 +12%
V
56
Veritable
Delaware
$265K
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$237K +$34.6K +924 +16%
PAG
58
Private Advisor Group
New Jersey
$234K +$32.2K +860 +15%
BP
59
BBR Partners
New York
$229K +$242K +6,452 New
CCM
60
Catawba Capital Management
Virginia
$226K
CG
61
Colony Group
Massachusetts
$224K -$255K -6,790 -52%
B
62
Bailard
California
$213K -$210K -5,610 -48%
CWM
63
Concert Wealth Management
California
$206K
AC
64
Alexandria Capital
Virginia
$202K -$26.3K -702 -11%
MFS
65
MSI Financial Services
Massachusetts
$160K
LWA
66
Lenox Wealth Advisors
New York
$148K +$156K +4,158 New
SG Americas Securities
67
SG Americas Securities
New York
$128K -$1.28M -34,138 -90%
Citigroup
68
Citigroup
New York
$124K +$43.9K +1,172 +51%
HA
69
Harfst & Associates
Wyoming
$121K
HR
70
Howe & Rusling
New York
$119K
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$104K
PSC
72
Prentiss Smith & Co
Vermont
$104K
BCM
73
Blume Capital Management
California
$99K +$7.5K +200 +8%
WCM
74
Wealthcare Capital Management
Virginia
$96K
JFA
75
JNBA Financial Advisors
Minnesota
$94K