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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Cribstone Capital Management
Maine
$3.85M -$311K -4,194 -8%
HighTower Advisors
52
HighTower Advisors
Illinois
$3.81M +$46.2K +624 +1%
CAN
53
Cetera Advisor Networks
California
$3.73M +$531K +7,168 +17%
MIAN
54
Mariner Independent Advisor Network
Kansas
$3.61M +$133K +1,802 +4%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$3.5M -$78.3K -1,058 -2%
BCI
56
Brinker Capital Investments
Pennsylvania
$3.32M +$1.67M +22,521 +107%
LGWM
57
Litman Gregory Wealth Management
California
$3.24M -$1.14M -15,389 -27%
BWM
58
BigSur Wealth Management
Florida
$3.05M
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$3.05M +$498K +6,730 +20%
AFA
60
Arlington Financial Advisors
California
$3.03M +$436K +5,888 +17%
TAM
61
Trillium Asset Management
Massachusetts
$2.97M -$1.87M -25,295 -39%
CWM
62
Cranbrook Wealth Management
Michigan
$2.94M +$190K +2,561 +7%
SWM
63
Spire Wealth Management
Virginia
$2.86M +$2.78M +37,481 New
WCM
64
Wealthcare Capital Management
Virginia
$2.85M -$122K -1,644 -4%
CT
65
Columbia Trust
Oregon
$2.79M -$12.5K -169 -0.5%
5L
66
55I LLC
Massachusetts
$2.77M +$202K +2,724 +8%
GC
67
Gibson Capital
Pennsylvania
$2.73M -$292K -3,942 -10%
FI
68
Financial Insights
Washington
$2.71M +$36.3K +490 +1%
TA
69
Trellis Advisors
Washington
$2.7M +$277K +3,739 +12%
DWT
70
Dorsey & Whitney Trust
South Dakota
$2.68M -$825K -11,147 -24%
SBL
71
Sargent Bickham Lagudis
Colorado
$2.58M -$37.5K -506 -1%
HL
72
HeadInvest LLC
Maine
$2.56M +$7.78K +105 +0.3%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$2.52M -$21.2K -286 -0.9%
B
74
Bailard
California
$2.46M +$135K +1,821 +6%
Chevy Chase Trust
75
Chevy Chase Trust
Maryland
$2.37M