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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Paracle Advisors
Washington
$740K -$41.8K -756 -5%
AI
102
Accredited Investors
Minnesota
$728K +$12.6K +228 +2%
HH
103
Hilltop Holdings
Texas
$714K -$995 -18 -0.1%
CWM
104
Cranbrook Wealth Management
Michigan
$695K +$286K +5,184 +71%
CPIG
105
Chicago Partners Investment Group
Illinois
$654K +$63.5K +1,150 +11%
PMG
106
ProVise Management Group
Florida
$652K -$9.95K -180 -2%
CFSG
107
Community Financial Services Group
Vermont
$642K -$60.2K -1,090 -9%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$631K -$22.1K -400 -3%
BAM
109
Barrett Asset Management
New York
$615K -$13.8K -250 -2%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$613K
HA
111
Harfst & Associates
Wyoming
$612K
CBU
112
CIBC Bank USA
Illinois
$602K
PBO
113
Peoples Bank (Ohio)
Ohio
$589K -$11.5K -208 -2%
ZCI
114
Zevenbergen Capital Investments
Washington
$585K
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$585K +$28.5K +516 +10%
RJT
116
Raymond James Trust
Florida
$578K
BMM
117
Buffington Mohr McNeal
Idaho
$564K
CAN
118
Cetera Advisor Networks
California
$563K +$20.8K +376 +4%
MWM
119
Merriman Wealth Management
Washington
$558K
MWM
120
Mascoma Wealth Management
New Hampshire
$557K +$122K +2,210 +28%
WWM
121
Western Wealth Management
Colorado
$552K -$7.74K -140 -1%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$546K -$26K -470 -5%
PAS
123
Partnervest Advisory Services
California
$539K +$537K +9,718 New
ASN
124
Advisory Services Network
Georgia
$538K
BCM
125
Brookstone Capital Management
Illinois
$529K +$278K +5,030 +112%