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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
101
Crestwood Advisors Group
Massachusetts
$201K -$35.4K -800 -15%
WAM
102
Wealthspire Advisors (Maryland)
Maryland
$198K
WTC
103
WhitTier Trust Company
Nevada
$189K +$15K +340 +9%
TCOV
104
Trust Company of Vermont
Vermont
$174K -$5.75K -130 -3%
HA
105
Harfst & Associates
Wyoming
$159K
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$158K
AIM
107
Acropolis Investment Management
Missouri
$150K
BCM
108
Blume Capital Management
California
$150K
HR
109
Howe & Rusling
New York
$142K -$10.7K -242 -7%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$141K +$139K +3,150 New
MPWT
111
MassMutual Private Wealth & Trust
Connecticut
$132K
PSC
112
Prentiss Smith & Co
Vermont
$130K
JFA
113
JNBA Financial Advisors
Minnesota
$118K
DADC
114
D.A. Davidson & Co
Montana
$114K +$4.95K +112 +5%
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$111K +$110K +2,490 New
PAI
116
Pittenger & Anderson Inc
Nebraska
$91K +$90.4K +2,044 New
LWA
117
Lenox Wealth Advisors
New York
$75K -$189K -4,274 -72%
WIM
118
Westside Investment Management
California
$71.6K
FANJ
119
Financial Architects (New Jersey)
New Jersey
$65K +$51.3K +1,160 +392%
TCM
120
TD Capital Management
Tennessee
$63K +$177 +4 +0.3%
RFWA
121
RPg Family Wealth Advisory
Massachusetts
$61.4K +$60.7K +1,374 New
FWM
122
Focused Wealth Management
New York
$60K
GRP
123
Global Retirement Partners
California
$56K
LNB
124
Ledyard National Bank
$54K
IA
125
IFP Advisors
Florida
$45K +$43K +972 +2,209%