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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$406K +$1.73K +38 +0.4%
CAN
77
Cetera Advisor Networks
California
$384K +$15.3K +336 +4%
MFP
78
Mosaic Financial Partners
California
$379K +$8.74K +192 +2%
SG Americas Securities
79
SG Americas Securities
New York
$374K +$367K +8,066 New
CWM
80
Cranbrook Wealth Management
Michigan
$371K
FFA
81
First Foundation Advisors
California
$371K +$28K +616 +8%
GWM
82
Greenwich Wealth Management
Connecticut
$370K
BAAM
83
Baker Avenue Asset Management
California
$362K +$41.4K +910 +13%
FLPIM
84
F.L. Putnam Investment Management
Massachusetts
$362K +$355K +7,800 New
Comerica Bank
85
Comerica Bank
Texas
$355K
CCA
86
Cobblestone Capital Advisors
New York
$345K
BP
87
BBR Partners
New York
$344K -$6.46K -142 -2%
EA
88
Edge Advisors
Georgia
$340K
WF
89
WealthTrust Fairport
Ohio
$332K
BTW
90
Boston Trust Walden
Massachusetts
$323K +$316K +6,954 New
RJA
91
Raymond James & Associates
Florida
$320K +$33.9K +746 +12%
MA
92
MUFG Americas
New York
$311K -$24.6K -540 -7%
VCM
93
Vivaldi Capital Management
Illinois
$307K +$301K +6,610 New
FIG
94
FundX Investment Group
California
$300K
LIC
95
Lodestar Investment Counsel
Illinois
$297K +$5.46K +120 +2%
CCM
96
Catawba Capital Management
Virginia
$296K
B
97
Bailard
California
$279K
MFW
98
Meristem Family Wealth
Minnesota
$267K +$273 +6 +0.1%
Members Trust
99
Members Trust
Florida
$262K +$15.1K +332 +6%
CG
100
Colony Group
Massachusetts
$248K