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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Mascoma Wealth Management
New Hampshire
$331K +$134K +2,718 +62%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$329K
ASN
128
Advisory Services Network
Georgia
$316K +$47K +950 +16%
MIA
129
MainStreet Investment Advisors
Illinois
$303K +$92K +1,860 +40%
MPWT
130
MassMutual Private Wealth & Trust
Connecticut
$303K +$92K +1,860 +40%
FHA
131
Flagship Harbor Advisors
Massachusetts
$300K +$157K +3,164 +96%
LIC
132
Lodestar Investment Counsel
Illinois
$294K
AI
133
Accredited Investors
Minnesota
$294K +$13K +262 +4%
VC
134
Vicus Capital
Pennsylvania
$290K +$75.4K +1,524 +32%
DWT
135
Dorsey & Whitney Trust
South Dakota
$284K
HA
136
Harborview Advisors
Maine
$282K +$10.2K +206 +4%
MFBTD
137
MB Financial Bank - Trust Department
Illinois
$279K +$13.7K +276 +5%
T. Rowe Price Associates
138
T. Rowe Price Associates
Maryland
$277K +$294K +5,950 New
ZCI
139
Zevenbergen Capital Investments
Washington
$275K
CG
140
Colony Group
Massachusetts
$274K +$45K +910 +18%
PO
141
Private Ocean
California
$273K
VA
142
Valmark Advisers
Ohio
$271K -$138K -2,790 -32%
BCM
143
Brookstone Capital Management
Illinois
$271K -$53.5K -1,082 -16%
BTS
144
BB&T Securities
Virginia
$268K +$2.37K +48 +0.8%
LRIA
145
Leonard Rickey Investment Advisors
Washington
$261K -$1.09K -22 -0.4%
3AM
146
3D Asset Management
Connecticut
$247K +$262K +5,304 New
GAM
147
Gould Asset Management
California
$242K +$22.8K +460 +10%
FLPIM
148
F.L. Putnam Investment Management
Massachusetts
$239K
BCM
149
Blume Capital Management
California
$232K
OAM
150
Occidental Asset Management
California
$223K