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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
126
Financial Advocates Investment Management
Washington
$521K +$442 +8 +0.1%
BSWM
127
Boston Standard Wealth Management
Massachusetts
$519K
Citigroup
128
Citigroup
New York
$505K +$25K +452 +5%
WCWM
129
Willow Creek Wealth Management
California
$490K -$2.76K -50 -0.6%
Franklin Resources
130
Franklin Resources
California
$482K
AIM
131
Acropolis Investment Management
Missouri
$480K +$17.1K +310 +4%
BlackRock
132
BlackRock
New York
$469K +$22.1K +400 +5%
PO
133
Private Ocean
California
$462K +$442 +8 +0.1%
WT
134
Whittier Trust
California
$459K
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$453K +$239K +4,318 +112%
HWM
136
Highwater Wealth Management
Colorado
$451K -$11.4K -206 -2%
CC
137
Callan Capital
California
$434K
ACM
138
Adalta Capital Management
New York
$431K
BTS
139
BB&T Securities
Virginia
$421K
CA
140
Cetera Advisors
Colorado
$418K +$82K +1,484 +25%
CCA
141
Cobblestone Capital Advisors
New York
$413K
TAIM
142
TD Ameritrade Investment Management
Nebraska
$412K +$55.1K +998 +16%
JGUA
143
John G. Ullman & Associates
New York
$410K -$122K -2,200 -23%
NCM
144
Neumann Capital Management
California
$410K +$206K +3,720 +101%
ECG
145
Edge Capital Group
Georgia
$407K
PCG
146
Private Capital Group
Connecticut
$389K +$277K +5,014 +250%
TA
147
Tiedemann Advisors
New York
$383K
LJAC
148
L.J. Altfest & Co
New York
$375K +$106K +1,926 +40%
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$373K +$6.08K +110 +2%
MIA
150
MainStreet Investment Advisors
Illinois
$372K +$6.08K +110 +2%