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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PBO
76
Peoples Bank (Ohio)
Ohio
$686K -$42.1K -800 -6%
PMG
77
ProVise Management Group
Florida
$643K -$173K -3,288 -21%
B
78
Bailard
California
$638K +$313K +5,950 +99%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$633K -$1.24M -23,532 -67%
HH
80
Hilltop Holdings
Texas
$616K +$6.84K +130 +1%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$603K +$234K +4,446 +65%
CBU
82
CIBC Bank USA
Illinois
$580K
BAM
83
Barrett Asset Management
New York
$573K
WAM
84
Wealthspire Advisors (Maryland)
Maryland
$568K +$2.32K +44 +0.4%
JGUA
85
John G. Ullman & Associates
New York
$555K +$547K +10,400 New
CPIG
86
Chicago Partners Investment Group
Illinois
$546K +$126K +2,392 +27%
MWM
87
Merriman Wealth Management
Washington
$537K
AIA
88
Arbor Investment Advisors
North Carolina
$537K +$529K +10,054 New
FFA
89
First Foundation Advisors
California
$519K +$23.6K +448 +5%
CAN
90
Cetera Advisor Networks
California
$510K +$55.1K +1,046 +12%
TA
91
Trellis Advisors
Washington
$510K +$503K +9,560 New
GA
92
Geller Advisors
New York
$506K +$497K +9,440 New
BTNA
93
Bremer Trust National Association
Minnesota
$504K +$259K +4,924 +109%
FAIM
94
Financial Advocates Investment Management
Washington
$487K
Citigroup
95
Citigroup
New York
$469K -$9.9K -188 -2%
VA
96
Valmark Advisers
Ohio
$460K
BMM
97
Buffington Mohr McNeal
Idaho
$460K +$21.1K +400 +5%
CC
98
Callan Capital
California
$453K -$34.1K -648 -7%
CFSG
99
Community Financial Services Group
Vermont
$440K +$72K +1,368 +20%
CWM
100
Cranbrook Wealth Management
Michigan
$427K