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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
151
Comerica Bank
Texas
$212K +$224K +4,256 New
SIAP
152
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$209K -$52.6K -1,000 -20%
MFW
153
Meristem Family Wealth
Minnesota
$206K +$203K +3,864 New
BWM
154
BerganKDV Wealth Management
Minnesota
$203K – – –
ST
155
Smithfield Trust
Pennsylvania
$203K – – –
PCG
156
Private Capital Group
Connecticut
$198K +$89.5K +1,700 +85%
TCOV
157
Trust Company of Vermont
Vermont
$196K +$2.63K +50 +1%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$195K – – –
AWM
159
Aevitas Wealth Management
Massachusetts
$187K +$18.7K +356 +11%
WTC
160
WhitTier Trust Company
Nevada
$183K – – –
SFSG
161
Stearns Financial Services Group
North Carolina
$179K +$177K +3,356 New
FHA
162
Flagship Harbor Advisors
Massachusetts
$176K +$8.21K +156 +5%
TFS
163
TrustCore Financial Services
Tennessee
$165K +$105 +2 +0.1%
WAP
164
Wealthcare Advisory Partners
Pennsylvania
$160K +$8.11K +154 +5%
BlackRock
165
BlackRock
New York
$158K +$147K +2,792 +1,702%
HR
166
Howe & Rusling
New York
$148K -$14.7K -280 -9%
BBA
167
Braun-Bostich & Associates
Pennsylvania
$144K +$55.4K +1,052 +64%
IA
168
IFP Advisors
Florida
$142K +$5.37K +102 +4%
WAM
169
Watermark Asset Management
California
$129K +$43.1K +818 +51%
CFGS
170
Concourse Financial Group Securities
Alabama
$128K +$125K +2,380 New
PAI
171
Pittenger & Anderson Inc
Nebraska
$118K +$36.7K +698 +46%
FDCDDQ
172
Federation des caisses Desjardins du Quebec
Quebec, Canada
$118K -$7.58K -144 -6%
VCM
173
Vigilant Capital Management
Maine
$117K – – –
AF
174
Advisornet Financial
Minnesota
$110K +$526 +10 +0.5%
HI
175
Harrington Investments
California
$107K – – –