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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
126
Childress Capital Advisors
Texas
$1.77M
PPA
127
Parametric Portfolio Associates
Washington
$1.67M +$1.65M +19,292 New
HWM
128
HB Wealth Management
Georgia
$1.66M +$1.65M +19,200 New
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$1.65M +$460K +5,361 +39%
IWC
130
Integrated Wealth Concepts
Massachusetts
$1.62M +$612K +7,132 +62%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$1.61M +$600K +6,991 +60%
BTW
132
Boston Trust Walden
Massachusetts
$1.59M -$490K -5,718 -24%
1WM
133
1900 Wealth Management
Texas
$1.56M -$12.4K -145 -0.8%
AIA
134
Arbor Investment Advisors
North Carolina
$1.55M
AFS
135
Annapolis Financial Services
Maryland
$1.5M
COCM
136
Charter Oak Capital Management
New Hampshire
$1.49M +$19.9K +232 +1%
BAAM
137
Baker Avenue Asset Management
California
$1.47M -$248K -2,893 -15%
Wealthfront Advisers
138
Wealthfront Advisers
California
$1.46M +$703K +8,198 +94%
WT
139
Whittier Trust
California
$1.46M +$7.72K +90 +0.5%
AWS
140
AJ Wealth Strategies
New York
$1.46M
TRCT
141
Tower Research Capital (TRC)
New York
$1.4M +$480K +5,599 +53%
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$1.4M +$375K +4,367 +37%
WLIM
143
White Lighthouse Investment Management
Massachusetts
$1.4M -$82.1K -957 -6%
WMP
144
Wealth Management Partners
Arizona
$1.39M
BP
145
BBR Partners
New York
$1.38M +$58K +676 +4%
AAS
146
Avantax Advisory Services
Texas
$1.37M +$283K +3,303 +26%
IRC
147
Investors Research Corp
Georgia
$1.36M +$6.78K +79 +0.5%
GW
148
GW & Wade
Massachusetts
$1.33M +$157K +1,833 +14%
UCFA
149
United Capital Financial Advisors
Texas
$1.33M +$172K +2,008 +15%
DJSG
150
D.J. St. Germain
Massachusetts
$1.33M +$74.7K +871 +6%