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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
51
Trustmark National Bank Trust Department
Mississippi
$612K +$36.2K +1,000 +7%
SG Americas Securities
52
SG Americas Securities
New York
$603K +$440K +12,154 +336%
PMG
53
ProVise Management Group
Florida
$587K +$1.81K +50 +0.3%
UCFA
54
United Capital Financial Advisors
Texas
$516K +$41.4K +1,144 +9%
PAG
55
Private Advisor Group
New Jersey
$514K +$72.7K +2,010 +18%
HH
56
Hilltop Holdings
Texas
$483K -$1.16K -32 -0.3%
CC
57
Callan Capital
California
$481K -$21K -580 -4%
CAN
58
Cetera Advisor Networks
California
$478K +$81.3K +2,248 +22%
MA
59
MUFG Americas
New York
$472K -$7.23K -200 -2%
FAAS
60
First Allied Advisory Services
California
$458K
SDWMA
61
Schneider Downs Wealth Management Advisors
Pennsylvania
$415K +$392K +10,838 New
RJFSA
62
Raymond James Financial Services Advisors
Florida
$414K +$391K +10,810 New
Chevy Chase Trust
63
Chevy Chase Trust
Maryland
$383K
Stifel Financial
64
Stifel Financial
Missouri
$366K -$5.77M -159,580 -94%
MFS
65
MSI Financial Services
Massachusetts
$363K +$69K +1,908 +25%
BAM
66
Barrett Asset Management
New York
$340K
NPC
67
National Planning Corporation
California
$333K -$177K -4,900 -36%
FLPIM
68
F.L. Putnam Investment Management
Massachusetts
$313K
CWM
69
Cranbrook Wealth Management
Michigan
$307K -$14.4K -398 -5%
HPC
70
HM Payson & Co
Maine
$306K -$13K -360 -4%
WF
71
WealthTrust Fairport
Ohio
$304K -$28.9K -800 -9%
CA
72
Cetera Advisors
Colorado
$300K -$203K -5,600 -42%
MFP
73
Mosaic Financial Partners
California
$290K +$274K +7,586 New
CCA
74
Cobblestone Capital Advisors
New York
$285K +$269K +7,440 New
Comerica Bank
75
Comerica Bank
Texas
$282K -$2.53K -70 -1%