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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$508K +$512K +13,446 New
PWM
52
Patriot Wealth Management
Texas
$499K +$501K +13,170 New
CC
53
Callan Capital
California
$497K
HH
54
Hilltop Holdings
Texas
$480K +$2.59K +68 +0.5%
NPC
55
National Planning Corporation
California
$475K +$520K +13,660 New
MA
56
MUFG Americas
New York
$474K
UCFA
57
United Capital Financial Advisors
Texas
$467K +$470K +12,340 New
FAAS
58
First Allied Advisory Services
California
$452K -$1.75K -46 -0.4%
PAG
59
Private Advisor Group
New Jersey
$432K +$184K +4,828 +73%
SIM
60
Sigma Investment Management
Oregon
$416K
CAN
61
Cetera Advisor Networks
California
$385K +$85.2K +2,238 +28%
Chevy Chase Trust
62
Chevy Chase Trust
Maryland
$379K
GLA
63
Great Lakes Advisors
Illinois
$367K +$369K +9,696 New
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$345K +$91.9K +2,414 +36%
HT
65
Hefren-Tillotson
Pennsylvania
$340K +$342K +8,992 New
BAM
66
Barrett Asset Management
New York
$337K
WF
67
WealthTrust Fairport
Ohio
$331K
CWM
68
Cranbrook Wealth Management
Michigan
$319K -$29.5K -774 -8%
HPC
69
HM Payson & Co
Maine
$317K +$13.7K +360 +5%
FLPIM
70
F.L. Putnam Investment Management
Massachusetts
$309K -$19K -500 -6%
TF
71
Tompkins Financial
New York
$293K +$295K +7,740 New
MFS
72
MSI Financial Services
Massachusetts
$287K +$117K +3,072 +68%
MFW
73
Meristem Family Wealth
Minnesota
$265K +$266K +7,000 New
Comerica Bank
74
Comerica Bank
Texas
$261K +$279K +7,324 New
CAG
75
Crestwood Advisors Group
Massachusetts
$260K -$141K -3,710 -35%