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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$538K
PA
127
Parkside Advisors
California
$536K +$413K +7,190 +189%
JMFC
128
J.M. Forbes & Co
Massachusetts
$535K -$1.15M -19,962 -65%
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$529K +$624K +10,860 New
Citigroup
130
Citigroup
New York
$519K +$10.7K +186 +2%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$519K +$55.7K +970 +10%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$518K -$337K -5,872 -35%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$518K -$79K -1,376 -11%
BAM
134
Barrett Asset Management
New York
$515K -$23K -400 -4%
PA
135
Paracle Advisors
Washington
$515K +$607K +10,576 New
BMM
136
Buffington Mohr McNeal
Idaho
$498K
MWM
137
Merriman Wealth Management
Washington
$490K
MMA
138
Miracle Mile Advisors
California
$483K +$5.74K +100 +1%
SCM
139
Southport Capital Management
Tennessee
$479K +$565K +9,838 New
LWCFA
140
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$476K +$561K +9,770 New
FLPIM
141
F.L. Putnam Investment Management
Massachusetts
$473K +$558K +9,710 New
PAS
142
Partnervest Advisory Services
California
$462K +$339K +5,904 +165%
PBO
143
Peoples Bank (Ohio)
Ohio
$459K -$36.2K -630 -6%
HA
144
Harfst & Associates
Wyoming
$459K +$5.74K +100 +1%
ZCI
145
Zevenbergen Capital Investments
Washington
$456K -$68.9K -1,200 -11%
NCM
146
Neumann Capital Management
California
$456K +$114K +1,980 +27%
WU
147
Wealthsimple US
New York
$444K -$4.67M -81,296 -90%
WWM
148
Western Wealth Management
Colorado
$436K -$853K -14,864 -62%
BSWM
149
Boston Standard Wealth Management
Massachusetts
$429K -$13.3K -232 -2%
Franklin Resources
150
Franklin Resources
California
$423K