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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$96K – – –
GI
102
Gradient Investments
Minnesota
$70K +$69.6K +1,734 New
AC
103
Alexandria Capital
Virginia
$54K – – –
FWM
104
Focused Wealth Management
New York
$48K – – –
LNB
105
Ledyard National Bank
$48K – – –
TCM
106
TD Capital Management
Tennessee
$33K +$80 +2 +0.2%
AWM
107
AllSquare Wealth Management
New York
$28K – – –
EWM
108
Evercore Wealth Management
New York
$28K – – –
CFA
109
CT Financial Advisors
Pennsylvania
$26.2K – – –
NFG
110
Next Financial Group
Texas
$22K +$22K +548 New
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K +$16.1K +400 +625%
BWP
112
Baldwin Wealth Partners
Massachusetts
$16K +$16.1K +400 New
PG
113
Patten Group
Tennessee
$15.8K – – –
SSB
114
Sandy Spring Bank
Maryland
$12K – – –
KT
115
Kanaly Trust
Texas
$10K +$2.25K +56 +30%
ATC
116
Adirondack Trust Company
New York
$8K – – –
WT
117
Whittier Trust
California
$7K – – –
TRCT
118
Tower Research Capital (TRC)
New York
$7K +$6.82K +170 New
CDIA
119
Capital Directions Investment Advisors
Georgia
$6K – – –
GWM
120
Geneos Wealth Management
Colorado
$5K – – –
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