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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNB
101
Ledyard National Bank
$46K
FWM
102
Focused Wealth Management
New York
$46K +$154 +4 +0.3%
BIG
103
Bellwether Investment Group
Tennessee
$35K +$35.1K +912 New
TCM
104
TD Capital Management
Tennessee
$32K +$154 +4 +0.5%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$32K +$8.85K +230 +40%
AWM
106
AllSquare Wealth Management
New York
$27K
EWM
107
Evercore Wealth Management
New York
$27K
CFA
108
CT Financial Advisors
Pennsylvania
$25.2K
PG
109
Patten Group
Tennessee
$15.5K
SSB
110
Sandy Spring Bank
Maryland
$12K
ATC
111
Adirondack Trust Company
New York
$8K -$8.08K -210 -51%
KT
112
Kanaly Trust
Texas
$7K
WT
113
Whittier Trust
California
$7K
CDIA
114
Capital Directions Investment Advisors
Georgia
$6K +$5.54K +144 New
GWM
115
Geneos Wealth Management
Colorado
$5K
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K
WIM
117
Waverton Investment Management
United Kingdom
-$3.09M -110,200 Closed
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
-$1.83M -47,806 Closed
AIG
119
American International Group
New York
-$975K -25,458 Closed
AssetMark Inc
120
AssetMark Inc
California
-$660K -17,150 -100%
SG Americas Securities
121
SG Americas Securities
New York
-$603K -15,766 Closed
IIM
122
Ipswich Investment Management
Massachusetts
-$49K -1,300 Closed
IA
123
IFP Advisors
Florida
-$39K -768 Closed
MFT
124
Moisand Fitzgerald Tamayo
Florida
-$13K -338 Closed
TRCT
125
Tower Research Capital (TRC)
New York
-$7K -174 Closed