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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LC
126
Landaas & Company
Wisconsin
$170K +$1.25K +26 +0.8%
BCM
127
Blume Capital Management
California
$165K – – –
HR
128
Howe & Rusling
New York
$150K – – –
MPWT
129
MassMutual Private Wealth & Trust
Connecticut
$144K -$960 -20 -0.7%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$140K +$136K +2,844 New
AWM
131
Aevitas Wealth Management
Massachusetts
$138K +$135K +2,804 New
JFA
132
JNBA Financial Advisors
Minnesota
$130K – – –
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K – – –
VCM
134
Vigilant Capital Management
Maine
$107K – – –
AF
135
Advisornet Financial
Minnesota
$103K +$100K +2,090 New
PCG
136
Private Capital Group
Connecticut
$99K +$96.3K +2,006 New
PSC
137
Prentiss Smith & Co
Vermont
$98K -$44.2K -920 -32%
TFS
138
TrustCore Financial Services
Tennessee
$98K +$96K +2,000 New
AWM
139
AllSquare Wealth Management
New York
$92K +$17.1K +356 +23%
PAI
140
Pittenger & Anderson Inc
Nebraska
$88K -$6.33K -132 -7%
WIM
141
Westside Investment Management
California
$80.9K – – –
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$79K -$4.8K -100 -6%
FANJ
143
Financial Architects (New Jersey)
New Jersey
$71K – – –
TCM
144
TD Capital Management
Tennessee
$70K +$288 +6 +0.4%
FWM
145
Focused Wealth Management
New York
$68K +$192 +4 +0.3%
RFWA
146
RPg Family Wealth Advisory
Massachusetts
$67.5K – – –
LWA
147
Lenox Wealth Advisors
New York
$67K +$192 +4 +0.3%
WT
148
Whittier Trust
California
$67K +$57.6K +1,200 +706%
IA
149
IFP Advisors
Florida
$66K +$12.3K +256 +24%
WAM
150
Watermark Asset Management
California
$65K +$18.5K +386 +41%