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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCCM
76
First City Capital Management
Georgia
$84.2K – – –
LWA
77
Lenox Wealth Advisors
New York
$82K +$224 +6 +0.3%
MPWT
78
MassMutual Private Wealth & Trust
Connecticut
$79.7K +$39.3K +1,050 +102%
Citigroup
79
Citigroup
New York
$71K -$17K -456 -20%
HDIM
80
Hanson & Doremus Investment Management
Vermont
$65K +$63.9K +1,710 New
PSI
81
Pinnacle Summer Investments
Virginia
$62K +$8.6K +230 +16%
MFS
82
MSI Financial Services
Massachusetts
$55K – – –
Barclays
83
Barclays
United Kingdom
$47K -$326K -8,710 -88%
LNB
84
Ledyard National Bank
$46K – – –
NFG
85
Next Financial Group
Texas
$46K – – –
AWM
86
AllSquare Wealth Management
New York
$45K +$43.9K +1,174 New
TCOV
87
Trust Company of Vermont
Vermont
$41K – – –
FWM
88
Focused Wealth Management
New York
$40K -$1.72K -46 -4%
BRWA
89
B. Riley Wealth Advisors
Florida
$19K +$18.7K +500 New
PG
90
Patten Group
Tennessee
$15K +$15K +400 New
FAM
91
Formidable Asset Management
Ohio
$8K – – –
GI
92
Gradient Investments
Minnesota
$7K +$7.18K +192 New
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
– -$1.58M -42,980 Closed
MFP
94
Mosaic Financial Partners
California
– -$212K -5,788 Closed
PAG
95
Private Advisor Group
New Jersey
– -$169K -4,604 Closed
MHS
96
M Holdings Securities
Oregon
– -$25K -672 Closed
IFWM
97
Institute for Wealth Management
Colorado
– -$19K -508 Closed
Parallax Volatility Advisers
98
Parallax Volatility Advisers
California
– +$75 +2 New