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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
151
Callan Capital
California
$454K -$15.3K -266 -3%
CWM
152
Cornerstone Wealth Management
Missouri
$451K -$412K -7,174 -49%
JGUA
153
John G. Ullman & Associates
New York
$444K
NCM
154
Neumann Capital Management
California
$444K
KBC Group
155
KBC Group
Belgium
$441K +$247K +4,300 +141%
CCA
156
Cobblestone Capital Advisors
New York
$429K -$17.2K -300 -4%
FHA
157
Flagship Harbor Advisors
Massachusetts
$427K +$120K +2,088 +42%
PCG
158
Private Capital Group
Connecticut
$416K -$4.71K -82 -1%
PCM
159
Pennsylvania Capital Management
Pennsylvania
$409K +$391K +6,812 New
CA
160
Cetera Advisors
Colorado
$393K -$57.1K -994 -13%
NEPPG
161
New England Professional Planning Group
Rhode Island
$389K +$373K +6,488 New
TRCT
162
Tower Research Capital (TRC)
New York
$385K +$343K +5,978 +1,377%
GAM
163
Gould Asset Management
California
$384K
ACG
164
Allen Capital Group
Nebraska
$383K +$82.3K +1,432 +29%
VC
165
Vicus Capital
Pennsylvania
$379K +$19.3K +336 +6%
VA
166
Valmark Advisers
Ohio
$371K
CIBC World Market
167
CIBC World Market
Ontario, Canada
$367K
WP
168
WealthSource Partners
California
$361K +$345K +6,004 New
CFG
169
Cooper Financial Group
California
$355K
BCWM
170
Bartlett & Co Wealth Management
Ohio
$349K
FFG
171
Frisch Financial Group
New York
$341K +$2.41K +42 +0.7%
WLIM
172
White Lighthouse Investment Management
Massachusetts
$337K +$2.64K +46 +0.8%
Cerity Partners
173
Cerity Partners
New York
$336K
CAAS
174
Capital Asset Advisory Services
Michigan
$333K +$303K +5,270 New
BWP
175
BSW Wealth Partners
Colorado
$328K +$115 +2 +0%