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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
76
Cetera Advisor Networks
California
$339K +$60.5K +1,414 +22%
Comerica Bank
77
Comerica Bank
Texas
$330K -$3.6K -84 -1%
MFP
78
Mosaic Financial Partners
California
$329K
CCA
79
Cobblestone Capital Advisors
New York
$323K
EA
80
Edge Advisors
Georgia
$318K
MA
81
MUFG Americas
New York
$314K -$15.4K -360 -5%
WF
82
WealthTrust Fairport
Ohio
$310K -$11.1K -260 -4%
BP
83
BBR Partners
New York
$306K +$9.33K +218 +3%
WCM
84
Wealthcare Capital Management
Virginia
$305K +$9.5K +222 +3%
FFA
85
First Foundation Advisors
California
$299K
CCM
86
Catawba Capital Management
Virginia
$276K
BWM
87
Baystate Wealth Management
Massachusetts
$276K +$45.3K +1,058 +20%
LIC
88
Lodestar Investment Counsel
Illinois
$273K
B
89
Bailard
California
$260K
LWA
90
Lenox Wealth Advisors
New York
$258K +$24.7K +578 +11%
BTNA
91
Bremer Trust National Association
Minnesota
$255K
RJA
92
Raymond James & Associates
Florida
$255K +$252K +5,888 New
Members Trust
93
Members Trust
Florida
$238K +$235K +5,492 New
BAAM
94
Baker Avenue Asset Management
California
$230K +$227K +5,300 New
CAG
95
Crestwood Advisors Group
Massachusetts
$229K -$67.2K -1,570 -23%
CA
96
Cetera Advisors
Colorado
$225K -$1.41M -32,998 -86%
MFW
97
Meristem Family Wealth
Minnesota
$218K -$76.9K -1,796 -26%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$213K -$2.85M -66,654 -93%
SIAP
99
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$213K +$210K +4,912 New
AWM
100
Affinity Wealth Management
Delaware
$205K +$203K +4,734 New