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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
101
Northern Trust
Illinois
$490K +$521K +10,542 New
JGUA
102
John G. Ullman & Associates
New York
$484K
RJT
103
Raymond James Trust
Florida
$478K +$183K +3,704 +56%
MWM
104
Merriman Wealth Management
Washington
$473K
AIA
105
Arbor Investment Advisors
North Carolina
$471K +$3.76K +76 +0.8%
WWM
106
Western Wealth Management
Colorado
$455K +$484K +9,782 New
FFA
107
First Foundation Advisors
California
$448K -$4.16K -84 -0.9%
BMM
108
Buffington Mohr McNeal
Idaho
$443K +$44.5K +900 +10%
FI
109
Financial Insights
Washington
$433K +$426K +8,610 New
CAN
110
Cetera Advisor Networks
California
$432K -$18K -364 -4%
WAM
111
Wealthspire Advisors (Maryland)
Maryland
$414K -$86.2K -1,742 -16%
HWM
112
Highwater Wealth Management
Colorado
$405K +$431K +8,716 New
Citigroup
113
Citigroup
New York
$400K -$8.71K -176 -2%
AIM
114
Acropolis Investment Management
Missouri
$397K +$226K +4,560 +115%
CFSG
115
Community Financial Services Group
Vermont
$389K +$5.44K +110 +1%
FAIM
116
Financial Advocates Investment Management
Washington
$387K -$39.2K -792 -9%
CC
117
Callan Capital
California
$385K -$9.89K -200 -2%
WT
118
Whittier Trust
California
$385K +$24.7K +500 +6%
CWM
119
Cranbrook Wealth Management
Michigan
$376K +$4.85K +98 +1%
GWM
120
Greenwich Wealth Management
Connecticut
$367K
PCG
121
Private Capital Group
Connecticut
$357K +$197K +3,978 +107%
BP
122
BBR Partners
New York
$356K
CCA
123
Cobblestone Capital Advisors
New York
$346K
ECG
124
Edge Capital Group
Georgia
$341K +$363K +7,344 New
WF
125
WealthTrust Fairport
Ohio
$332K