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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
151
Howe & Rusling
New York
$154K
WAP
152
Wealthcare Advisory Partners
Pennsylvania
$144K -$47.9K -954 -25%
JFA
153
JNBA Financial Advisors
Minnesota
$134K
IA
154
IFP Advisors
Florida
$129K +$61.2K +1,220 +91%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K
VCM
156
Vigilant Capital Management
Maine
$110K
AF
157
Advisornet Financial
Minnesota
$104K -$1.61K -32 -2%
HI
158
Harrington Investments
California
$101K
PSC
159
Prentiss Smith & Co
Vermont
$101K
PCG
160
Private Capital Group
Connecticut
$101K
AWM
161
AllSquare Wealth Management
New York
$89K -$6.33K -126 -7%
Bessemer Group
162
Bessemer Group
New Jersey
$85K
BBA
163
Braun-Bostich & Associates
Pennsylvania
$83K +$11.1K +222 +16%
FWM
164
Focused Wealth Management
New York
$82K
RFWA
165
RPg Family Wealth Advisory
Massachusetts
$81.2K
WIM
166
Westside Investment Management
California
$81K
WAM
167
Watermark Asset Management
California
$81K +$9.04K +180 +13%
FEG
168
Financial Enhancement Group
Indiana
$79K
PAI
169
Pittenger & Anderson Inc
Nebraska
$77K -$2.01K -40 -3%
FANJ
170
Financial Architects (New Jersey)
New Jersey
$73K
TCM
171
TD Capital Management
Tennessee
$72K
LWA
172
Lenox Wealth Advisors
New York
$68K -$803 -16 -1%
GRP
173
Global Retirement Partners
California
$68K
CT
174
Clearstead Trust
Maine
$65K +$65.1K +1,296 New
Manulife (Manufacturers Life Insurance)
175
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64K