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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
151
Evergreen Capital Management
Washington
$925K -$64K -749 -6%
HI
152
Harbour Investments
Wisconsin
$914K -$81.6K -954 -8%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$899K
MIA
154
MainStreet Investment Advisors
Illinois
$871K -$11.5K -135 -1%
MPWT
155
MassMutual Private Wealth & Trust
Connecticut
$871K -$11.5K -135 -1%
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$859K -$214K -2,502 -20%
VC
157
Vicus Capital
Pennsylvania
$847K -$257K -3,005 -23%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$844K +$3.68K +43 +0.4%
BCM
159
Barometer Capital Management
Ontario, Canada
$840K +$864K +10,100 New
HCA
160
Heck Capital Advisors
Wisconsin
$840K +$21.8K +255 +3%
BSWM
161
Boston Standard Wealth Management
Massachusetts
$835K +$28.5K +333 +3%
AFG
162
Affinia Financial Group
Massachusetts
$827K -$162K -1,892 -17%
CCM
163
Coldstream Capital Management
Washington
$823K +$86 +1 +0%
IWC
164
Integrated Wealth Concepts
Massachusetts
$816K +$21.2K +248 +3%
WTC
165
WhitTier Trust Company
Nevada
$801K +$57.7K +675 +8%
BAM
166
Barrett Asset Management
New York
$791K
TFS
167
TrustCore Financial Services
Tennessee
$779K +$46.8K +547 +6%
Deutsche Bank
168
Deutsche Bank
Germany
$761K -$29.9K -350 -4%
SCM
169
Southport Capital Management
Tennessee
$759K -$22.3K -261 -3%
Jane Street
170
Jane Street
New York
$754K +$775K +9,059 New
HA
171
Harfst & Associates
Wyoming
$752K -$36.3K -424 -4%
FA
172
Financial Advisors
Massachusetts
$746K
FLPIM
173
F.L. Putnam Investment Management
Massachusetts
$743K -$13.7K -160 -2%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$740K +$592K +6,925 +351%
DWM
175
Destination Wealth Management
California
$737K -$81.2K -950 -10%