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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$667K +$13.6K +244 +2%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$663K +$2.67K +48 +0.4%
JMFC
128
J.M. Forbes & Co
Massachusetts
$663K +$13.7K +246 +2%
SDWMA
129
Schneider Downs Wealth Management Advisors
Pennsylvania
$661K – – –
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$652K – – –
PA
131
Parkside Advisors
California
$650K +$1.22K +22 +0.2%
DWM
132
Destination Wealth Management
California
$637K -$1.42M -25,634 -70%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$630K – – –
SCM
134
Southport Capital Management
Tennessee
$629K +$46K +828 +8%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$624K – – –
PA
136
Paracle Advisors
Washington
$624K +$111 +2 +0%
BMM
137
Buffington Mohr McNeal
Idaho
$609K +$5.78K +104 +1%
MMA
138
Miracle Mile Advisors
California
$598K +$11.1K +200 +2%
Citigroup
139
Citigroup
New York
$595K -$32.5K -584 -5%
MWM
140
Merriman Wealth Management
Washington
$594K – – –
BAM
141
Barrett Asset Management
New York
$592K -$30.6K -550 -5%
FLPIM
142
F.L. Putnam Investment Management
Massachusetts
$573K – – –
IWC
143
Integrated Wealth Concepts
Massachusetts
$566K +$248K +4,460 +87%
TSA
144
Tri-Star Advisors
Texas
$559K +$506K +9,104 New
HA
145
Harfst & Associates
Wyoming
$558K +$1.22K +22 +0.2%
MIA
146
MainStreet Investment Advisors
Illinois
$557K +$121K +2,180 +30%
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
$557K +$121K +2,180 +30%
NCM
148
Neumann Capital Management
California
$553K – – –
ZCI
149
Zevenbergen Capital Investments
Washington
$552K – – –
PBO
150
Peoples Bank (Ohio)
Ohio
$549K -$6.67K -120 -1%