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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
101
Edge Advisors
Georgia
$370K
WF
102
WealthTrust Fairport
Ohio
$360K -$20.2K -402 -5%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$358K +$310K +6,170 +686%
BTW
104
Boston Trust Walden
Massachusetts
$350K -$1K -20 -0.3%
CFSG
105
Community Financial Services Group
Vermont
$347K -$69.3K -1,380 -17%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$346K +$219K +4,368 +176%
MA
107
MUFG Americas
New York
$320K +$4.92K +98 +2%
VCM
108
Vivaldi Capital Management
Illinois
$314K -$75.9K -1,512 -20%
LIC
109
Lodestar Investment Counsel
Illinois
$313K
BCM
110
Brookstone Capital Management
Illinois
$312K +$311K +6,190 New
DWT
111
Dorsey & Whitney Trust
South Dakota
$304K -$98.8K -1,968 -25%
B
112
Bailard
California
$303K
ZCI
113
Zevenbergen Capital Investments
Washington
$299K +$297K +5,916 New
PO
114
Private Ocean
California
$297K
SCM
115
Stordahl Capital Management
Colorado
$297K +$5.52K +110 +2%
LRIA
116
Leonard Rickey Investment Advisors
Washington
$291K
ASN
117
Advisory Services Network
Georgia
$291K +$277K +5,524 New
TWM
118
Titus Wealth Management
California
$272K -$5.32K -106 -2%
FLPIM
119
F.L. Putnam Investment Management
Massachusetts
$260K
HA
120
Harborview Advisors
Maine
$254K +$25.1K +500 +11%
BCM
121
Blume Capital Management
California
$252K +$81.5K +1,624 +48%
CCM
122
Catawba Capital Management
Virginia
$251K -$70.3K -1,400 -22%
CG
123
Colony Group
Massachusetts
$251K -$17.3K -344 -6%
SIAP
124
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$247K
PA
125
Prism Advisors
California
$244K