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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
76
ProVise Management Group
Florida
$643K -$173K -3,288 -21%
B
77
Bailard
California
$638K +$313K +5,950 +99%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$633K -$1.24M -23,532 -67%
HH
79
Hilltop Holdings
Texas
$616K +$6.84K +130 +1%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$603K +$234K +4,446 +65%
CBU
81
CIBC Bank USA
Illinois
$580K – – –
BAM
82
Barrett Asset Management
New York
$573K – – –
WAM
83
Wealthspire Advisors (Maryland)
Maryland
$568K +$2.32K +44 +0.4%
JGUA
84
John G. Ullman & Associates
New York
$555K +$547K +10,400 New
CPIG
85
Chicago Partners Investment Group
Illinois
$546K +$126K +2,392 +27%
MWM
86
Merriman Wealth Management
Washington
$537K – – –
AIA
87
Arbor Investment Advisors
North Carolina
$537K +$529K +10,054 New
FFA
88
First Foundation Advisors
California
$519K +$23.6K +448 +5%
CAN
89
Cetera Advisor Networks
California
$510K +$55.1K +1,046 +12%
TA
90
Trellis Advisors
Washington
$510K +$503K +9,560 New
GA
91
Geller Advisors
New York
$506K +$497K +9,440 New
BTNA
92
Bremer Trust National Association
Minnesota
$504K +$259K +4,924 +109%
FAIM
93
Financial Advocates Investment Management
Washington
$487K – – –
Citigroup
94
Citigroup
New York
$469K -$9.9K -188 -2%
VA
95
Valmark Advisers
Ohio
$460K – – –
BMM
96
Buffington Mohr McNeal
Idaho
$460K +$21.1K +400 +5%
CC
97
Callan Capital
California
$453K -$34.1K -648 -7%
CFSG
98
Community Financial Services Group
Vermont
$440K +$72K +1,368 +20%
CWM
99
Cranbrook Wealth Management
Michigan
$427K – – –
PPA
100
Parametric Portfolio Associates
Washington
$427K +$6.42K +122 +2%