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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HH
76
Hilltop Holdings
Texas
$557K -$5.35K -106 -0.9%
CWM
77
Cornerstone Wealth Management
Missouri
$557K +$164K +3,254 +39%
Members Trust
78
Members Trust
Florida
$549K +$282K +5,586 +99%
BAM
79
Barrett Asset Management
New York
$532K -$1.51K -30 -0.3%
MWM
80
Merriman Wealth Management
Washington
$491K +$508K +10,058 New
CC
81
Callan Capital
California
$471K -$25.1K -498 -5%
PPA
82
Parametric Portfolio Associates
Washington
$453K +$467K +9,262 New
ZAM
83
Zevin Asset Management
Massachusetts
$447K -$73.2K -1,450 -14%
SDWMA
84
Schneider Downs Wealth Management Advisors
Pennsylvania
$413K +$426K +8,444 New
FAIM
85
Financial Advocates Investment Management
Washington
$409K +$10.2K +202 +2%
Citigroup
86
Citigroup
New York
$408K -$11.3K -224 -3%
CFSG
87
Community Financial Services Group
Vermont
$404K +$49.5K +980 +13%
BG
88
Bahl & Gaynor
Ohio
$402K
CAN
89
Cetera Advisor Networks
California
$400K -$7.27K -144 -2%
GWM
90
Greenwich Wealth Management
Connecticut
$400K
DWT
91
Dorsey & Whitney Trust
South Dakota
$391K +$404K +8,000 New
WT
92
Whittier Trust
California
$380K +$323K +6,400 +467%
MFP
93
Mosaic Financial Partners
California
$377K -$5.98M -118,456 -94%
VCM
94
Vivaldi Capital Management
Illinois
$377K
CWM
95
Cranbrook Wealth Management
Michigan
$376K -$15.1K -300 -4%
WF
96
WealthTrust Fairport
Ohio
$369K
CCA
97
Cobblestone Capital Advisors
New York
$364K
BP
98
BBR Partners
New York
$360K +$707 +14 +0.2%
EA
99
Edge Advisors
Georgia
$358K
RJA
100
Raymond James & Associates
Florida
$353K +$11.7K +232 +3%