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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
176
Allen Capital Group
Nebraska
$214K – – –
FFN
177
Focus Financial Network
Minnesota
$213K +$204K +4,032 New
MA
178
MUFG Americas
New York
$212K -$25.4K -500 -11%
CSM
179
CAMG Solamere Management
North Carolina
$209K +$202K +3,980 New
PPA
180
Parametric Portfolio Associates
Washington
$207K -$432K -8,518 -68%
SFA
181
Sequoia Financial Advisors
Ohio
$207K +$199K +3,918 New
SIAP
182
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$206K – – –
TCOV
183
Trust Company of Vermont
Vermont
$205K +$2.23K +44 +1%
PCM
184
Parsons Capital Management
Rhode Island
$205K +$197K +3,886 New
BIA
185
Bigelow Investment Advisors
Maine
$204K +$196K +3,860 New
MFW
186
Meristem Family Wealth
Minnesota
$204K +$196K +3,864 New
BWM
187
BerganKDV Wealth Management
Minnesota
$201K – – –
ST
188
Smithfield Trust
Pennsylvania
$200K -$1.34M -26,460 -87%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$183K -$9.33K -184 -5%
WTC
190
WhitTier Trust Company
Nevada
$180K – – –
TAIM
191
TD Ameritrade Investment Management
Nebraska
$179K +$31.5K +622 +22%
AF
192
Advisornet Financial
Minnesota
$176K -$3.65K -72 -2%
BlackRock
193
BlackRock
New York
$174K -$13.4M -264,296 -99%
TFS
194
TrustCore Financial Services
Tennessee
$172K +$165K +3,256 New
LWA
195
Lowe Wealth Advisors
Maryland
$152K – – –
BBA
196
Braun-Bostich & Associates
Pennsylvania
$142K – – –
AA
197
Advisory Alpha
Michigan
$140K +$133K +2,630 New
JFA
198
JNBA Financial Advisors
Minnesota
$140K – – –
HR
199
Howe & Rusling
New York
$128K -$12.2K -240 -9%
WCG
200
Weaver Consulting Group
California
$123K +$116K +2,280 New