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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
126
Lincoln National Corp
Pennsylvania
$451K +$444K +8,262 New
BlackRock
127
BlackRock
New York
$440K +$255K +4,754 +144%
MWM
128
Mascoma Wealth Management
New Hampshire
$428K +$37.8K +704 +10%
CC
129
Callan Capital
California
$427K -$24.7K -460 -6%
ACM
130
Adalta Capital Management
New York
$425K +$418K +7,780 New
BTS
131
BB&T Securities
Virginia
$416K +$14.6K +272 +4%
CFGS
132
Concourse Financial Group Securities
Alabama
$412K -$1.61K -30 -0.4%
CCA
133
Cobblestone Capital Advisors
New York
$407K
ECG
134
Edge Capital Group
Georgia
$402K
CWM
135
Cranbrook Wealth Management
Michigan
$401K +$5.48K +102 +1%
TA
136
Tiedemann Advisors
New York
$378K -$518K -9,640 -58%
MPWT
137
MassMutual Private Wealth & Trust
Connecticut
$361K +$3.76K +70 +1%
Renaissance Technologies
138
Renaissance Technologies
New York
$361K +$355K +6,600 New
MIA
139
MainStreet Investment Advisors
Illinois
$361K +$355K +6,610 New
GAM
140
Gould Asset Management
California
$360K +$74.1K +1,380 +27%
TAIM
141
TD Ameritrade Investment Management
Nebraska
$352K +$163K +3,038 +89%
FFA
142
First Foundation Advisors
California
$346K -$378K -7,030 -53%
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$340K -$146K -2,720 -30%
FHA
144
Flagship Harbor Advisors
Massachusetts
$340K -$33.7K -628 -9%
CA
145
Cetera Advisors
Colorado
$330K
HCA
146
Heck Capital Advisors
Wisconsin
$330K +$19.2K +358 +6%
CFG
147
Cooper Financial Group
California
$323K +$318K +5,912 New
CG
148
Colony Group
Massachusetts
$320K -$6.55K -122 -2%
LIC
149
Lodestar Investment Counsel
Illinois
$318K
VA
150
Valmark Advisers
Ohio
$318K