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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$576K -$294K -5,860 -34%
HH
77
Hilltop Holdings
Texas
$575K
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$561K +$558K +11,106 New
CBU
79
CIBC Bank USA
Illinois
$548K -$99.4K -1,980 -15%
BAM
80
Barrett Asset Management
New York
$542K -$7.53K -150 -1%
WAM
81
Wealthspire Advisors (Maryland)
Maryland
$535K +$306K +6,094 +135%
MWM
82
Merriman Wealth Management
Washington
$508K
TNBTD
83
Trustmark National Bank Trust Department
Mississippi
$495K -$100K -2,000 -17%
FFA
84
First Foundation Advisors
California
$468K -$208K -4,140 -31%
FAIM
85
Financial Advocates Investment Management
Washington
$462K +$37.1K +740 +9%
CC
86
Callan Capital
California
$461K -$25.5K -508 -5%
CPIG
87
Chicago Partners Investment Group
Illinois
$455K +$137K +2,720 +43%
Citigroup
88
Citigroup
New York
$453K +$30.8K +614 +7%
VA
89
Valmark Advisers
Ohio
$435K +$87K +1,734 +25%
Northern Trust
90
Northern Trust
Illinois
$433K +$431K +8,584 New
CAN
91
Cetera Advisor Networks
California
$431K +$17K +338 +4%
BMM
92
Buffington Mohr McNeal
Idaho
$415K +$112K +2,222 +37%
GWM
93
Greenwich Wealth Management
Connecticut
$413K
BG
94
Bahl & Gaynor
Ohio
$405K -$10K -200 -2%
CWM
95
Cranbrook Wealth Management
Michigan
$403K +$15.2K +302 +4%
PPA
96
Parametric Portfolio Associates
Washington
$398K -$69.4K -1,382 -15%
BP
97
BBR Partners
New York
$393K +$21.2K +422 +6%
WT
98
Whittier Trust
California
$392K
MFP
99
Mosaic Financial Partners
California
$376K -$13.5K -268 -3%
CCA
100
Cobblestone Capital Advisors
New York
$375K