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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
151
Gould Asset Management
California
$355K -$9.95K -180 -3%
CFGS
152
Concourse Financial Group Securities
Alabama
$351K -$66.6K -1,206 -16%
VA
153
Valmark Advisers
Ohio
$343K +$19.9K +360 +6%
CIBC World Market
154
CIBC World Market
Ontario, Canada
$339K +$67.4K +1,220 +25%
VC
155
Vicus Capital
Pennsylvania
$332K +$51.7K +936 +19%
NP
156
NorthRock Partners
Minnesota
$332K +$331K +5,984 New
CFG
157
Cooper Financial Group
California
$328K
BC
158
Bartlett & Co
Ohio
$323K +$321K +5,816 New
BCWM
159
Bartlett & Co Wealth Management
Ohio
$323K +$321K +5,816 New
CG
160
Colony Group
Massachusetts
$320K -$4.86K -88 -2%
FFA
161
First Foundation Advisors
California
$318K -$33.2K -600 -9%
FFG
162
Frisch Financial Group
New York
$312K +$311K +5,628 New
Cerity Partners
163
Cerity Partners
New York
$310K +$49.2K +890 +19%
WLIM
164
White Lighthouse Investment Management
Massachusetts
$309K
BWP
165
BSW Wealth Partners
Colorado
$303K
TNBTD
166
Trustmark National Bank Trust Department
Mississippi
$302K +$38K +688 +14%
Citadel Advisors
167
Citadel Advisors
Florida
$294K -$2.5M -45,262 -90%
OC
168
Oppenheimer & Co
New York
$291K
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$283K
Fiera Capital (Canada)
170
Fiera Capital (Canada)
Quebec, Canada
$281K
SFSG
171
Stearns Financial Services Group
North Carolina
$279K -$5.97K -108 -2%
FHA
172
Flagship Harbor Advisors
Massachusetts
$278K -$66.6K -1,206 -19%
BCM
173
Blume Capital Management
California
$276K
HPC
174
HM Payson & Co
Maine
$276K
CAG
175
Crestwood Advisors Group
Massachusetts
$275K