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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
126
Bessemer Group
New Jersey
$42K +$23.9K +540 +138%
WAM
127
Watermark Asset Management
California
$41K -$6.9K -156 -14%
AC
128
Alexandria Capital
Virginia
$40K -$20.1K -454 -34%
EWM
129
Evercore Wealth Management
New York
$31K – – –
HI
130
Hudock Inc
Pennsylvania
$29K +$17.2K +388 +140%
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21K +$8.84K +200 +76%
ATC
132
Adirondack Trust Company
New York
$19K +$10.2K +230 +115%
BWP
133
Baldwin Wealth Partners
Massachusetts
$18K – – –
PG
134
Patten Group
Tennessee
$18K – – –
PA
135
Parallel Advisors
California
$14K +$12.6K +286 +1,430%
NFG
136
Next Financial Group
Texas
$13K -$11.5K -260 -47%
CB
137
Community Bank
New York
$11K – – –
GWM
138
Geneos Wealth Management
Colorado
$9K +$3.54K +80 +57%
SSB
139
Sandy Spring Bank
Maryland
$8K – – –
WT
140
Whittier Trust
California
$8K – – –
CT
141
Clearstead Trust
Maine
$6K +$5.75K +130 New
BlackRock
142
BlackRock
New York
$6K +$6.01K +136 New
SPIA
143
Steward Partners Investment Advisory
New York
$6K +$6.19K +140 New
CFD
144
Creative Financial Designs
Indiana
$4K +$3.54K +80 New
SG Americas Securities
145
SG Americas Securities
New York
– -$1.65M -38,138 Closed
SDWMA
146
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$470K -10,838 Closed
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
– -$213K -4,912 Closed
AWM
148
AllSquare Wealth Management
New York
– -$66K -1,524 Closed
BIG
149
Bellwether Investment Group
Tennessee
– -$40K -912 Closed
SF
150
Synovus Financial
Georgia
– -$11K -252 Closed