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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTS
126
BB&T Securities
Virginia
$305K +$67.5K +1,282 +29%
EIC
127
Equity Investment Corp
Georgia
$303K +$299K +5,684 New
LRIA
128
Leonard Rickey Investment Advisors
Washington
$301K -$6.11K -116 -2%
FAAS
129
First Allied Advisory Services
California
$291K +$54.2K +1,030 +23%
FLPIM
130
F.L. Putnam Investment Management
Massachusetts
$275K – – –
SCM
131
Stordahl Capital Management
Colorado
$272K -$24.2K -460 -8%
TWM
132
Titus Wealth Management
California
$268K -$19.9K -378 -7%
BCM
133
Blume Capital Management
California
$267K – – –
CG
134
Colony Group
Massachusetts
$266K – – –
WCM
135
Weatherstone Capital Management
Colorado
$260K +$256K +4,862 New
OAM
136
Occidental Asset Management
California
$257K +$253K +4,804 New
GAM
137
Gould Asset Management
California
$253K +$249K +4,738 New
VC
138
Vicus Capital
Pennsylvania
$252K +$248K +4,710 New
MPWT
139
MassMutual Private Wealth & Trust
Connecticut
$248K +$30K +570 +14%
MIA
140
MainStreet Investment Advisors
Illinois
$248K +$30K +570 +14%
HCA
141
Heck Capital Advisors
Wisconsin
$244K – – –
Cerity Partners
142
Cerity Partners
New York
$236K – – –
MWM
143
Mascoma Wealth Management
New Hampshire
$235K +$211K +4,014 +1,014%
WF
144
WoodTrust Financial
Wisconsin
$234K -$3.79K -72 -2%
CAG
145
Crestwood Advisors Group
Massachusetts
$234K – – –
PA
146
Prism Advisors
California
$223K -$15.2K -288 -6%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$218K – – –
HPC
148
HM Payson & Co
Maine
$214K -$29.5K -560 -12%
CSM
149
CAMG Solamere Management
North Carolina
$213K – – –
AIM
150
Acropolis Investment Management
Missouri
$213K +$29K +550 +16%