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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
76
Meristem Family Wealth
Minnesota
$264K -$4.05K -112 -2%
CAG
77
Crestwood Advisors Group
Massachusetts
$260K -$2.53K -70 -1%
WCM
78
Wealthcare Capital Management
Virginia
$260K +$152K +4,200 +162%
BP
79
BBR Partners
New York
$253K +$6.15K +170 +3%
CCM
80
Catawba Capital Management
Virginia
$244K
CWM
81
Cornerstone Wealth Management
Missouri
$244K +$229K +6,338 New
TCOV
82
Trust Company of Vermont
Vermont
$233K +$129K +3,578 +143%
HSA
83
HBK Sorce Advisory
Pennsylvania
$232K -$3.91K -108 -2%
CWM
84
Concert Wealth Management
California
$222K
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$219K
Citigroup
86
Citigroup
New York
$211K -$29.6K -818 -13%
CCM
87
Colorado Capital Management
Colorado
$211K +$7.67K +212 +4%
DWM
88
Destination Wealth Management
California
$206K
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$173K +$75.9K +2,100 +87%
LWA
90
Lenox Wealth Advisors
New York
$161K +$1.3K +36 +0.9%
WTC
91
WhitTier Trust Company
Nevada
$149K
HR
92
Howe & Rusling
New York
$125K -$3.62K -100 -3%
PSC
93
Prentiss Smith & Co
Vermont
$112K
MPWT
94
MassMutual Private Wealth & Trust
Connecticut
$109K +$5.42K +150 +6%
BCM
95
Blume Capital Management
California
$107K
JFA
96
JNBA Financial Advisors
Minnesota
$102K
DADC
97
D.A. Davidson & Co
Montana
$91K +$16.3K +450 +23%
AC
98
Alexandria Capital
Virginia
$52K -$158K -4,360 -76%
IIM
99
Ipswich Investment Management
Massachusetts
$49K +$47K +1,300 New
LNB
100
Ledyard National Bank
$46K