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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
126
Accredited Investors
Minnesota
$235K +$233K +4,648 New
HCA
127
Heck Capital Advisors
Wisconsin
$231K +$100K +1,998 +78%
HPC
128
HM Payson & Co
Maine
$230K
CAG
129
Crestwood Advisors Group
Massachusetts
$229K
BTNA
130
Bremer Trust National Association
Minnesota
$228K +$227K +4,516 New
ZAM
131
Zevin Asset Management
Massachusetts
$226K -$234K -4,670 -51%
WF
132
WoodTrust Financial
Wisconsin
$225K +$3.51K +70 +2%
BTS
133
BB&T Securities
Virginia
$224K -$30.5K -608 -12%
FAAS
134
First Allied Advisory Services
California
$223K +$11.6K +232 +6%
Cerity Partners
135
Cerity Partners
New York
$223K +$15.4K +306 +7%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$206K +$205K +4,076 New
MIA
137
MainStreet Investment Advisors
Illinois
$206K +$205K +4,080 New
MPWT
138
MassMutual Private Wealth & Trust
Connecticut
$206K +$31.6K +630 +18%
CSM
139
CAMG Solamere Management
North Carolina
$201K +$200K +3,980 New
BWM
140
BerganKDV Wealth Management
Minnesota
$192K +$191K +3,810 New
ST
141
Smithfield Trust
Pennsylvania
$191K +$6.73K +134 +4%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$185K
TCOV
143
Trust Company of Vermont
Vermont
$183K +$2.01K +40 +1%
LC
144
Landaas & Company
Wisconsin
$175K +$174K +3,464 New
UBS AM
145
UBS AM
Illinois
$175K +$174K +3,466 New
WTC
146
WhitTier Trust Company
Nevada
$173K -$30.1K -600 -15%
AIM
147
Acropolis Investment Management
Missouri
$173K
AWM
148
Aevitas Wealth Management
Massachusetts
$158K
FHA
149
Flagship Harbor Advisors
Massachusetts
$158K +$157K +3,132 New
TFS
150
TrustCore Financial Services
Tennessee
$156K +$38.9K +774 +33%