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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
101
Trust Company of Vermont
Vermont
$166K -$74.8K -1,852 -32%
WTC
102
WhitTier Trust Company
Nevada
$160K – – –
AIM
103
Acropolis Investment Management
Missouri
$147K – – –
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$146K – – –
HR
105
Howe & Rusling
New York
$141K – – –
BCM
106
Blume Capital Management
California
$136K +$20.5K +508 +18%
PSC
107
Prentiss Smith & Co
Vermont
$120K – – –
MPWT
108
MassMutual Private Wealth & Trust
Connecticut
$117K +$115K +2,850 New
JFA
109
JNBA Financial Advisors
Minnesota
$109K +$107K +2,652 New
DADC
110
D.A. Davidson & Co
Montana
$101K +$2.42K +60 +3%
TFO
111
Tarbox Family Office
California
$99K – – –
MBT
112
Montecito Bank & Trust
California
$96K +$94.3K +2,334 New
GI
113
Gradient Investments
Minnesota
$71K – – –
AWM
114
AllSquare Wealth Management
New York
$63K +$33.1K +820 +116%
AC
115
Alexandria Capital
Virginia
$56K – – –
GRP
116
Global Retirement Partners
California
$52K +$51K +1,262 New
LNB
117
Ledyard National Bank
$49K – – –
FWM
118
Focused Wealth Management
New York
$49K +$242 +6 +0.5%
AA
119
Ancora Advisors
Ohio
$47K +$46.5K +1,150 New
BIG
120
Bellwether Investment Group
Tennessee
$38K +$36.9K +912 New
TCM
121
TD Capital Management
Tennessee
$34K +$162 +4 +0.5%
EWM
122
Evercore Wealth Management
New York
$29K – – –
CFA
123
CT Financial Advisors
Pennsylvania
$26.9K – – –
NFG
124
Next Financial Group
Texas
$23K – – –
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K – – –