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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$335K -$7.03K -174 -2%
HPC
77
HM Payson & Co
Maine
$330K
GWM
78
Greenwich Wealth Management
Connecticut
$323K
MFS
79
MSI Financial Services
Massachusetts
$321K +$323 +8 +0.1%
Comerica Bank
80
Comerica Bank
Texas
$317K -$35.2K -870 -10%
MA
81
MUFG Americas
New York
$313K
MFP
82
Mosaic Financial Partners
California
$312K
CCA
83
Cobblestone Capital Advisors
New York
$306K
WF
84
WealthTrust Fairport
Ohio
$305K -$31.5K -780 -10%
EA
85
Edge Advisors
Georgia
$302K +$297K +7,344 New
CWM
86
Cornerstone Wealth Management
Missouri
$296K +$10.1K +250 +4%
FFA
87
First Foundation Advisors
California
$284K
MFW
88
Meristem Family Wealth
Minnesota
$281K -$2.5K -62 -0.9%
BP
89
BBR Partners
New York
$281K -$2.42K -60 -0.9%
WCM
90
Wealthcare Capital Management
Virginia
$280K
CAG
91
Crestwood Advisors Group
Massachusetts
$278K -$1.62K -40 -0.6%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$272K -$1.62K -40 -0.6%
CAN
93
Cetera Advisor Networks
California
$263K -$102K -2,528 -28%
CCM
94
Catawba Capital Management
Virginia
$262K
LIC
95
Lodestar Investment Counsel
Illinois
$259K +$254K +6,286 New
B
96
Bailard
California
$247K
BTNA
97
Bremer Trust National Association
Minnesota
$242K
HSA
98
HBK Sorce Advisory
Pennsylvania
$237K -$17K -420 -7%
BWM
99
Baystate Wealth Management
Massachusetts
$223K +$216K +5,336 New
LWA
100
Lenox Wealth Advisors
New York
$221K +$1.7K +42 +0.8%