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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
76
Dana Investment Advisors
Wisconsin
$457K +$446K +9,302 New
CWM
77
Cornerstone Wealth Management
Missouri
$426K -$91.9K -1,914 -18%
Citigroup
78
Citigroup
New York
$421K -$7.58K -158 -2%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$421K +$197K +4,102 +92%
TRCT
80
Tower Research Capital (TRC)
New York
$415K +$405K +8,446 New
BAAM
81
Baker Avenue Asset Management
California
$412K +$28.2K +588 +8%
CAN
82
Cetera Advisor Networks
California
$409K +$2.5K +52 +0.6%
BG
83
Bahl & Gaynor
Ohio
$404K +$395K +8,230 New
GWM
84
Greenwich Wealth Management
Connecticut
$402K +$9.79K +204 +3%
FAIM
85
Financial Advocates Investment Management
Washington
$402K +$392K +8,174 New
CWM
86
Cranbrook Wealth Management
Michigan
$392K
Comerica Bank
87
Comerica Bank
Texas
$391K
VCM
88
Vivaldi Capital Management
Illinois
$380K +$53.6K +1,116 +17%
WF
89
WealthTrust Fairport
Ohio
$371K +$19.3K +402 +6%
VA
90
Valmark Advisers
Ohio
$366K +$357K +7,444 New
CCA
91
Cobblestone Capital Advisors
New York
$365K
BP
92
BBR Partners
New York
$361K -$3.07K -64 -0.9%
EA
93
Edge Advisors
Georgia
$360K
CFSG
94
Community Financial Services Group
Vermont
$358K +$132K +2,750 +61%
RJA
95
Raymond James & Associates
Florida
$343K +$4.51K +94 +1%
BTW
96
Boston Trust Walden
Massachusetts
$342K
PFO
97
Pathstone Family Office
New Jersey
$324K +$317K +6,604 New
FIG
98
FundX Investment Group
California
$318K
MA
99
MUFG Americas
New York
$316K -$12K -250 -4%
LIC
100
Lodestar Investment Counsel
Illinois
$315K