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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$88K – – –
FCCM
77
First City Capital Management
Georgia
$83.7K – – –
TCOV
78
Trust Company of Vermont
Vermont
$64K +$24K +616 +58%
LNB
79
Ledyard National Bank
$46K – – –
NFG
80
Next Financial Group
Texas
$45K – – –
FWM
81
Focused Wealth Management
New York
$45K +$78 +2 +0.2%
EWM
82
Evercore Wealth Management
New York
$36K +$37.2K +954 New
TCM
83
TD Capital Management
Tennessee
$31K +$78 +2 +0.2%
AWM
84
AllSquare Wealth Management
New York
$27K -$18.3K -470 -40%
PG
85
Patten Group
Tennessee
$15.2K +$15.6K +400 New
GWM
86
Gupta Wealth Management
California
$9K +$1.01K +26 +13%
MPWT
87
MassMutual Private Wealth & Trust
Connecticut
$8.41K -$88K -2,260 -91%
FAM
88
Formidable Asset Management
Ohio
$8K – – –
GI
89
Gradient Investments
Minnesota
$7K – – –
Citadel Advisors
90
Citadel Advisors
Florida
– -$1.6M -41,520 Closed
Creative Planning
91
Creative Planning
Kansas
– -$457K -11,842 Closed
HC
92
Highmount Capital
New York
– -$309K -8,000 Closed
Comerica Bank
93
Comerica Bank
Texas
– -$214K -5,550 Closed
Barclays
94
Barclays
United Kingdom
– -$98K -2,550 Closed
LWA
95
Lenox Wealth Advisors
New York
– -$83K -2,144 Closed
HDIM
96
Hanson & Doremus Investment Management
Vermont
– -$66K -1,710 Closed
PSI
97
Pinnacle Summer Investments
Virginia
– -$24K -630 Closed