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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
76
Cobblestone Capital Advisors
New York
$299K
FFA
77
First Foundation Advisors
California
$278K +$57K +1,420 +26%
BP
78
BBR Partners
New York
$277K
MFW
79
Meristem Family Wealth
Minnesota
$277K
CAG
80
Crestwood Advisors Group
Massachusetts
$274K
WCM
81
Wealthcare Capital Management
Virginia
$274K
CWM
82
Cornerstone Wealth Management
Missouri
$274K +$276K +6,888 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$270K +$39.3K +980 +17%
CCM
84
Catawba Capital Management
Virginia
$256K
HSA
85
HBK Sorce Advisory
Pennsylvania
$248K +$4.09K +102 +2%
CWM
86
Concert Wealth Management
California
$245K +$10K +250 +4%
B
87
Bailard
California
$242K -$445K -11,100 -65%
BTNA
88
Bremer Trust National Association
Minnesota
$237K +$236K +5,878 New
TCOV
89
Trust Company of Vermont
Vermont
$236K -$8.19K -204 -3%
Members Trust
90
Members Trust
Florida
$221K +$12K +300 +6%
LWA
91
Lenox Wealth Advisors
New York
$214K +$44.1K +1,100 +26%
CA
92
Cetera Advisors
Colorado
$207K
WTC
93
WhitTier Trust Company
Nevada
$157K
AIM
94
Acropolis Investment Management
Missouri
$143K -$4.82K -120 -3%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$143K
HR
96
Howe & Rusling
New York
$138K +$9.63K +240 +8%
PSC
97
Prentiss Smith & Co
Vermont
$118K
BCM
98
Blume Capital Management
California
$113K
TFO
99
Tarbox Family Office
California
$97K +$96.6K +2,408 New
DADC
100
D.A. Davidson & Co
Montana
$96K