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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
101
Gradient Investments
Minnesota
$70K +$69.6K +1,734 New
AC
102
Alexandria Capital
Virginia
$54K
FWM
103
Focused Wealth Management
New York
$48K
LNB
104
Ledyard National Bank
$48K
TCM
105
TD Capital Management
Tennessee
$33K +$80 +2 +0.2%
AWM
106
AllSquare Wealth Management
New York
$28K
EWM
107
Evercore Wealth Management
New York
$28K
CFA
108
CT Financial Advisors
Pennsylvania
$26.2K
NFG
109
Next Financial Group
Texas
$22K +$22K +548 New
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K +$16.1K +400 +625%
BWP
111
Baldwin Wealth Partners
Massachusetts
$16K +$16.1K +400 New
PG
112
Patten Group
Tennessee
$15.8K
SSB
113
Sandy Spring Bank
Maryland
$12K
KT
114
Kanaly Trust
Texas
$10K +$2.25K +56 +30%
ATC
115
Adirondack Trust Company
New York
$8K
WT
116
Whittier Trust
California
$7K
TRCT
117
Tower Research Capital (TRC)
New York
$7K +$6.82K +170 New
CDIA
118
Capital Directions Investment Advisors
Georgia
$6K
GWM
119
Geneos Wealth Management
Colorado
$5K
SBL
120
Sargent Bickham Lagudis
Colorado
$1.27K -$724K -18,050 -36%
BAAM
121
Baker Avenue Asset Management
California
-$667K -17,240 Closed
NPC
122
National Planning Corporation
California
-$350K -8,764 Closed
CCM
123
Colorado Capital Management
Colorado
-$213K -5,532 Closed
JFA
124
JNBA Financial Advisors
Minnesota
-$103K -2,652 Closed
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
-$32K -810 Closed