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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$663K +$2.67K +48 +0.4%
JMFC
127
J.M. Forbes & Co
Massachusetts
$663K +$13.7K +246 +2%
SDWMA
128
Schneider Downs Wealth Management Advisors
Pennsylvania
$661K
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$652K
PA
130
Parkside Advisors
California
$650K +$1.22K +22 +0.2%
DWM
131
Destination Wealth Management
California
$637K -$1.42M -25,634 -70%
Baird Financial Group
132
Baird Financial Group
Wisconsin
$630K
SCM
133
Southport Capital Management
Tennessee
$629K +$46K +828 +8%
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$624K
PA
135
Paracle Advisors
Washington
$624K +$111 +2 +0%
BMM
136
Buffington Mohr McNeal
Idaho
$609K +$5.78K +104 +1%
MMA
137
Miracle Mile Advisors
California
$598K +$11.1K +200 +2%
Citigroup
138
Citigroup
New York
$595K -$32.5K -584 -5%
MWM
139
Merriman Wealth Management
Washington
$594K
BAM
140
Barrett Asset Management
New York
$592K -$30.6K -550 -5%
FLPIM
141
F.L. Putnam Investment Management
Massachusetts
$573K
IWC
142
Integrated Wealth Concepts
Massachusetts
$566K +$248K +4,460 +87%
TSA
143
Tri-Star Advisors
Texas
$559K +$506K +9,104 New
HA
144
Harfst & Associates
Wyoming
$558K +$1.22K +22 +0.2%
MIA
145
MainStreet Investment Advisors
Illinois
$557K +$121K +2,180 +30%
MPWT
146
MassMutual Private Wealth & Trust
Connecticut
$557K +$121K +2,180 +30%
NCM
147
Neumann Capital Management
California
$553K
ZCI
148
Zevenbergen Capital Investments
Washington
$552K
PBO
149
Peoples Bank (Ohio)
Ohio
$549K -$6.67K -120 -1%
BSWM
150
Boston Standard Wealth Management
Massachusetts
$545K +$1.45K +26 +0.3%