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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
176
Affinia Financial Group
Massachusetts
$449K +$117K +1,858 +36%
TNBTD
177
Trustmark National Bank Trust Department
Mississippi
$445K -$21.1K -334 -5%
TA
178
Tiedemann Advisors
New York
$443K
FFN
179
Focus Financial Network
Minnesota
$434K +$15.5K +246 +4%
ACG
180
Allen Capital Group
Nebraska
$427K
ST
181
Smithfield Trust
Pennsylvania
$418K +$214K +3,390 +108%
CC
182
Callan Capital
California
$406K
TRCT
183
Tower Research Capital (TRC)
New York
$406K +$400K +6,340 New
PA
184
Parkside Advisors
California
$400K -$301K -4,764 -43%
VA
185
Valmark Advisers
Ohio
$400K +$5.05K +80 +1%
Prudential Financial
186
Prudential Financial
New Jersey
$393K +$109K +1,730 +39%
BIA
187
Bigelow Investment Advisors
Maine
$392K +$60.7K +962 +19%
FIA
188
Foundations Investment Advisors
Arizona
$391K
FAAS
189
First Allied Advisory Services
California
$380K +$375K +5,938 New
ECM
190
Evergreen Capital Management
Washington
$372K +$367K +5,820 New
WDL
191
Well Done LLC
Michigan
$368K
FFG
192
Frisch Financial Group
New York
$368K +$1.26K +20 +0.3%
Cerity Partners
193
Cerity Partners
New York
$367K
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$357K -$3.54K -56 -1%
APW
195
Aurora Private Wealth
New Jersey
$357K +$353K +5,586 New
BC
196
Bartlett & Co
Ohio
$353K
BCWM
197
Bartlett & Co Wealth Management
Ohio
$353K
CAS
198
Cascadia Advisory Services
Oregon
$331K
BCM
199
Blume Capital Management
California
$319K
HPC
200
HM Payson & Co
Maine
$319K