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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
126
Crestwood Advisors Group
Massachusetts
$214K
FAAS
127
First Allied Advisory Services
California
$205K
Cerity Partners
128
Cerity Partners
New York
$201K +$207K +4,108 New
WTC
129
WhitTier Trust Company
Nevada
$196K -$10.6K -210 -5%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$186K +$48.1K +954 +34%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$179K -$7.07K -140 -4%
ST
132
Smithfield Trust
Pennsylvania
$179K
TCOV
133
Trust Company of Vermont
Vermont
$175K +$1.01K +20 +0.6%
MPWT
134
MassMutual Private Wealth & Trust
Connecticut
$169K +$26.2K +520 +18%
AIM
135
Acropolis Investment Management
Missouri
$168K -$10.1K -200 -6%
BCM
136
Blume Capital Management
California
$164K
AWM
137
Aevitas Wealth Management
Massachusetts
$153K +$17K +336 +12%
HR
138
Howe & Rusling
New York
$149K
JFA
139
JNBA Financial Advisors
Minnesota
$130K
HCA
140
Heck Capital Advisors
Wisconsin
$126K +$76.9K +1,524 +146%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$121K +$97.7K +1,936 +352%
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K
TFS
143
TrustCore Financial Services
Tennessee
$113K +$15.8K +314 +16%
WDL
144
Well Done LLC
Michigan
$109K +$113K +2,234 New
VCM
145
Vigilant Capital Management
Maine
$107K
AF
146
Advisornet Financial
Minnesota
$102K
PSC
147
Prentiss Smith & Co
Vermont
$98K
PCG
148
Private Capital Group
Connecticut
$98K
HI
149
Harrington Investments
California
$98K +$101K +2,000 New
AWM
150
AllSquare Wealth Management
New York
$92K