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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFBTD
126
MB Financial Bank - Trust Department
Illinois
$306K +$301K +5,724 New
BTS
127
BB&T Securities
Virginia
$305K +$67.5K +1,282 +29%
EIC
128
Equity Investment Corp
Georgia
$303K +$299K +5,684 New
LRIA
129
Leonard Rickey Investment Advisors
Washington
$301K -$6.11K -116 -2%
FAAS
130
First Allied Advisory Services
California
$291K +$54.2K +1,030 +23%
FLPIM
131
F.L. Putnam Investment Management
Massachusetts
$275K
SCM
132
Stordahl Capital Management
Colorado
$272K -$24.2K -460 -8%
TWM
133
Titus Wealth Management
California
$268K -$19.9K -378 -7%
BCM
134
Blume Capital Management
California
$267K
CG
135
Colony Group
Massachusetts
$266K
WCM
136
Weatherstone Capital Management
Colorado
$260K +$256K +4,862 New
OAM
137
Occidental Asset Management
California
$257K +$253K +4,804 New
GAM
138
Gould Asset Management
California
$253K +$249K +4,738 New
VC
139
Vicus Capital
Pennsylvania
$252K +$248K +4,710 New
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$248K +$30K +570 +14%
MIA
141
MainStreet Investment Advisors
Illinois
$248K +$30K +570 +14%
HCA
142
Heck Capital Advisors
Wisconsin
$244K
Cerity Partners
143
Cerity Partners
New York
$236K
MWM
144
Mascoma Wealth Management
New Hampshire
$235K +$211K +4,014 +1,014%
WF
145
WoodTrust Financial
Wisconsin
$234K -$3.79K -72 -2%
CAG
146
Crestwood Advisors Group
Massachusetts
$234K
PA
147
Prism Advisors
California
$223K -$15.2K -288 -6%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$218K
HPC
149
HM Payson & Co
Maine
$214K -$29.5K -560 -12%
CSM
150
CAMG Solamere Management
North Carolina
$213K