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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$644K +$37.4K +696 +6%
BAM
102
Barrett Asset Management
New York
$620K +$21.5K +400 +4%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$604K +$407K +7,580 +218%
HA
104
Harfst & Associates
Wyoming
$603K -$6.45K -120 -1%
CBU
105
CIBC Bank USA
Illinois
$594K
PBO
106
Peoples Bank (Ohio)
Ohio
$593K -$85.5K -1,592 -13%
CPIG
107
Chicago Partners Investment Group
Illinois
$587K +$1.07K +20 +0.2%
ZCI
108
Zevenbergen Capital Investments
Washington
$577K
RJT
109
Raymond James Trust
Florida
$570K -$39.4K -734 -7%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$564K -$74K -1,378 -12%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$560K
BMM
112
Buffington Mohr McNeal
Idaho
$556K
WWM
113
Western Wealth Management
Colorado
$550K
ASN
114
Advisory Services Network
Georgia
$538K +$31.2K +580 +6%
CAN
115
Cetera Advisor Networks
California
$534K +$14.1K +262 +3%
JGUA
116
John G. Ullman & Associates
New York
$525K -$161K -3,000 -24%
BSWM
117
Boston Standard Wealth Management
Massachusetts
$518K -$617K -11,476 -55%
FAIM
118
Financial Advocates Investment Management
Washington
$513K -$2.9K -54 -0.6%
WCWM
119
Willow Creek Wealth Management
California
$486K +$477K +8,884 New
Franklin Resources
120
Franklin Resources
California
$475K -$565K -10,520 -55%
Citigroup
121
Citigroup
New York
$473K -$2.9K -54 -0.6%
HWM
122
Highwater Wealth Management
Colorado
$456K -$26.6K -496 -6%
AIM
123
Acropolis Investment Management
Missouri
$456K
PO
124
Private Ocean
California
$454K -$1.83K -34 -0.4%
WT
125
Whittier Trust
California
$452K