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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
151
Occidental Asset Management
California
$223K – – –
TNBTD
152
Trustmark National Bank Trust Department
Mississippi
$221K -$109K -2,200 -32%
AWM
153
Affinity Wealth Management
Delaware
$220K +$234K +4,734 New
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$218K – – –
Cerity Partners
155
Cerity Partners
New York
$218K +$13.9K +282 +6%
WF
156
WoodTrust Financial
Wisconsin
$216K +$13.2K +266 +6%
KBC Group
157
KBC Group
Belgium
$216K +$230K +4,644 New
CFS
158
CRA Financial Services
New Jersey
$214K +$228K +4,608 New
HCA
159
Heck Capital Advisors
Wisconsin
$212K – – –
MA
160
MUFG Americas
New York
$210K -$99.4K -2,010 -31%
PA
161
Prism Advisors
California
$209K +$1.39K +28 +0.6%
CAG
162
Crestwood Advisors Group
Massachusetts
$204K – – –
ACG
163
Allen Capital Group
Nebraska
$202K +$201K +4,064 New
OC
164
Oppenheimer & Co
New York
$201K +$214K +4,320 New
WAM
165
Watermark Asset Management
California
$186K +$78.1K +1,578 +65%
SIAP
166
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$181K – – –
CFGS
167
Concourse Financial Group Securities
Alabama
$181K +$74.8K +1,512 +64%
TCOV
168
Trust Company of Vermont
Vermont
$178K +$7.91K +160 +4%
BWM
169
BerganKDV Wealth Management
Minnesota
$177K – – –
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$170K – – –
AWM
171
Aevitas Wealth Management
Massachusetts
$163K +$396 +8 +0.2%
WTC
172
WhitTier Trust Company
Nevada
$159K – – –
AF
173
Advisornet Financial
Minnesota
$158K +$66.1K +1,336 +65%
SFSG
174
Stearns Financial Services Group
North Carolina
$157K +$1.39K +28 +0.8%
LWA
175
Lowe Wealth Advisors
Maryland
$135K +$143K +2,900 New