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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
$85K
LWA
77
Lenox Wealth Advisors
New York
$83K +$307 +8 +0.4%
HDIM
78
Hanson & Doremus Investment Management
Vermont
$66K
LNB
79
Ledyard National Bank
$46K
NFG
80
Next Financial Group
Texas
$46K
AWM
81
AllSquare Wealth Management
New York
$45K
FWM
82
Focused Wealth Management
New York
$45K +$5.15K +134 +13%
TCOV
83
Trust Company of Vermont
Vermont
$41K
TCM
84
TD Capital Management
Tennessee
$31K +$31K +806 New
PSI
85
Pinnacle Summer Investments
Virginia
$24K -$38.4K -1,000 -61%
FAM
86
Formidable Asset Management
Ohio
$8K
GWM
87
Gupta Wealth Management
California
$8K +$7.68K +200 New
GI
88
Gradient Investments
Minnesota
$7K
BIM
89
BlackRock Investment Management
Delaware
-$1.74M -45,336 Closed
Deutsche Bank
90
Deutsche Bank
Germany
-$583K -15,250 Closed
DIA
91
Dana Investment Advisors
Wisconsin
-$497K -12,976 Closed
TF
92
Tompkins Financial
New York
-$327K -8,538 Closed
NPC
93
National Planning Corporation
California
-$213K -5,654 Closed
GIP
94
Granite Investment Partners
California
-$215K -5,604 Closed
MCM
95
Manchester Capital Management
Vermont
-$191K -5,000 Closed
BRWA
96
B. Riley Wealth Advisors
Florida
-$19 -500 Closed
PG
97
Patten Group
Tennessee
-$15K -400 Closed