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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBU
126
CIBC Bank USA
Illinois
$652K
TWP
127
Tempus Wealth Planning
California
$648K +$620K +10,790 New
ZCI
128
Zevenbergen Capital Investments
Washington
$634K
Citigroup
129
Citigroup
New York
$630K +$79.2K +1,378 +15%
BMM
130
Buffington Mohr McNeal
Idaho
$614K +$2.64K +46 +0.5%
VCM
131
Vivaldi Capital Management
Illinois
$606K +$580K +10,096 New
PBO
132
Peoples Bank (Ohio)
Ohio
$604K -$33.3K -580 -5%
MWM
133
Merriman Wealth Management
Washington
$604K
LJAC
134
L.J. Altfest & Co
New York
$590K +$175K +3,054 +45%
MMA
135
Miracle Mile Advisors
California
$590K +$564K +9,826 New
Renaissance Technologies
136
Renaissance Technologies
New York
$589K +$563K +9,800 New
Baird Financial Group
137
Baird Financial Group
Wisconsin
$583K -$8.16K -142 -1%
BSWM
138
Boston Standard Wealth Management
Massachusetts
$567K +$4.02K +70 +0.7%
FAIM
139
Financial Advocates Investment Management
Washington
$564K +$230 +4 +0%
HA
140
Harfst & Associates
Wyoming
$561K -$97.7K -1,700 -15%
WCWM
141
Willow Creek Wealth Management
California
$531K
Franklin Resources
142
Franklin Resources
California
$522K
AIM
143
Acropolis Investment Management
Missouri
$518K -$1.49K -26 -0.3%
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$507K +$98.8K +1,720 +26%
MIA
145
MainStreet Investment Advisors
Illinois
$506K +$98.8K +1,720 +26%
TA
146
Tiedemann Advisors
New York
$478K +$60.8K +1,058 +15%
CFGS
147
Concourse Financial Group Securities
Alabama
$470K +$86.2K +1,500 +24%
ACM
148
Adalta Capital Management
New York
$467K
TAIM
149
TD Ameritrade Investment Management
Nebraska
$465K +$17.9K +312 +4%
PO
150
Private Ocean
California
$464K -$34.5K -600 -7%