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STOCK TICKER:
ISHARES KLD 400 SOCI   (ticker: DSI)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
Previous
Holdings
Change Portfolio
Date
BANK OF AMERICA CORP /DE/ 691,175 665,802 4% 2019-09-30
J P MORGAN CHASE & CO 672,406 616,932 9% 2019-09-30
Betterment LLC 544,337 544,337 No Change 2019-09-30
MORGAN STANLEY 457,936 416,855 10% 2019-09-30
UBS Group AG 217 233,658 100% 2019-09-30
GOLDMAN SACHS GROUP INC 18,158 16,930 7% 2019-09-30
AMERIPRISE FINANCIAL INC 220,234 200,333 10% 2019-09-30
ENVESTNET ASSET MANAGEMENT INC 202,289 131,377 54% 2019-09-30
Personal Capital Advisors Corp 125,782 113,894 10% 2019-09-30
Bank of New York Mellon CORP 124,367 122,954 1% 2019-09-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 124,020 127,014 2% 2019-09-30
US BANCORP DE 120,420 123,161 2% 2019-09-30
Creative Planning 104,845 103,198 2% 2019-09-30
WELLS FARGO & CO/MN 98,681 100,239 2% 2019-09-30
Mariner Wealth Advisors, LLC 91,006 89,842 1% 2019-09-30
LPL Financial CORP 82,871 69,526 19% 2019-09-30
ETRADE Capital Management LLC 73,039 63,538 15% 2019-09-30
SUNTRUST BANKS INC 67,316 68,744 2% 2019-09-30
SEI INVESTMENTS CO 58,784 53,601 10% 2019-09-30
Frontier Wealth Management LLC 56,742 75,542 25% 2019-09-30
FIDUCIARY TRUST CO 51,067 51,268 0% 2019-09-30
Parallel Advisors, LLC 49,834 49,132 1% 2019-09-30
ROYAL BANK OF CANADA 47,541 50,424 6% 2019-09-30
Raymond James Financial Services Advisors, Inc. 35,699 32,659 9% 2019-09-30
COMMONWEALTH EQUITY SERVICES, LLC. 35,424 36,091 2% 2019-09-30
Private Advisor Group, LLC 33,991 32,189 6% 2019-09-30
C-J Advisory, Inc 31,378 30,251 4% 2019-09-30
RAYMOND JAMES & ASSOCIATES 28,615 24,567 16% 2019-09-30
TRILLIUM ASSET MANAGEMENT CORP 27,715 19,923 39% 2019-09-30
YCMNET ADVISORS INC 27,332 25,741 6% 2019-09-30
LADENBURG THALMANN FINANCIAL SERVICES INC 27,003 22,762 19% 2019-09-30
Cribstone Capital Management, LLC 26,952 36,367 26% 2019-09-30
Baystate Wealth Management LLC 26,316 20,595 28% 2019-09-30
Dorsey & Whitney Trust CO LLC 26,141 25,647 2% 2019-09-30
Litman Gregory Asset Management LLC 25,030 26,166 4% 2019-09-30
Gemmer Asset Management LLC 23,027 19,320 19% 2019-09-30
MML INVESTORS SERVICES, LLC 22,532 21,891 3% 2019-09-30
Geller Family Office Services, LLC 22,270 24,770 10% 2019-09-30
Chevy Chase Trust Holdings, Inc. 22,000 22,000 No Change 2019-09-30
HighTower Advisors, LLC 21,969 24,719 11% 2019-09-30
KEYBANK NATIONAL ASSOCIATION/OH 21,208 22,836 7% 2019-09-30
BAILARD, INC. 20,937 19,951 5% 2019-09-30
Gibson Capital Management, Ltd. 20,544 21,465 4% 2019-09-30
Shepherd Financial Partners LLC 19,929 18,466 8% 2019-09-30
AMERITAS INVESTMENT CORP 19,619 0 New Buy 2019-09-30
QUEST CAPITAL MANAGEMENT INC /ADV 19,334 19,291 0% 2019-09-30
DEUTSCHE BANK AG 18,362 18,362 No Change 2019-09-30
Johnson Financial Group, Inc. 17,145 19,482 12% 2019-09-30
LINCOLN NATIONAL CORP 16,517 4,131 300% 2019-09-30
Evercore Wealth Management, LLC 15,883 15,883 No Change 2019-09-30
Main Management LLC 15,391 16,842 9% 2019-09-30
FORBES J M & CO LLP 15,187 15,535 2% 2019-09-30
AE Wealth Management LLC 14,348 0 New Buy 2019-09-30
Sawtooth Asset Management, Inc. 14,198 0 New Buy 2019-09-30
REGENTATLANTIC CAPITAL LLC 14,059 14,236 1% 2019-09-30
DeDora Capital, Inc. 13,855 12,004 15% 2019-09-30
Financeware, Inc. 13,782 13,721 0% 2019-09-30
Strategic Wealth Advisors Group,Inc. 13,729 13,422 2% 2019-09-30
Gradient Investments LLC 13,666 13,836 1% 2019-09-30
BRONFMAN E.L. ROTHSCHILD, L.P. 13,586 3,109 337% 2019-09-30
CLS INVESTMENT FIRM, LLC 13,500 12,844 5% 2019-09-30
Mandatum Life Insurance Co Ltd 13,030 9,630 35% 2019-09-30
BRINKER CAPITAL INC 12,719 12,732 0% 2019-09-30
Bremer Bank National Association 12,604 9,933 27% 2019-09-30
Advisor Group, Inc. 12,175 7,581 61% 2019-09-30
Personal Wealth Partners 11,967 11,967 No Change 2019-09-30
Bangor Savings Bank 11,958 11,958 No Change 2019-09-30
PITCAIRN CO 11,466 11,449 0% 2019-09-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11,464 10,737 7% 2019-09-30
Manchester Capital Management LLC 11,273 11,273 No Change 2019-09-30
BLAIR WILLIAM & CO/IL 11,268 11,283 0% 2019-09-30
Head & Associates, LLC 10,681 0 New Buy 2019-09-30
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 10,610 8,250 29% 2019-09-30
Financial Insights, Inc. 10,195 9,745 5% 2019-09-30
Adviser Investments LLC 9,960 9,635 3% 2019-09-30
BB&T CORP 9,850 9,876 0% 2019-09-30
BP WEALTH MANAGEMENT, LLC 9,756 9,309 5% 2019-09-30
Baker Avenue Asset Management, LP 9,410 8,450 11% 2019-09-30
Buckingham Asset Management, LLC 8,612 8,630 0% 2019-09-30
AJ WEALTH STRATEGIES, LLC 8,528 14,396 41% 2019-09-30
BANK OF MONTREAL /CAN/ 8,061 7,996 1% 2019-09-30
BTIM Corp. 7,943 6,880 15% 2019-09-30
BBR PARTNERS, LLC 7,815 8,129 4% 2019-09-30
Brio Consultants, LLC 7,714 7,540 2% 2019-09-30
Cornerstone Wealth Management, LLC 7,342 6,754 9% 2019-09-30
First Allied Advisory Services, Inc. 7,240 6,969 4% 2019-09-30
Trellis Advisors, LLC 7,147 7,204 1% 2019-09-30
Arbor Investment Advisors, LLC 7,069 6,724 5% 2019-09-30
Paracle Advisors, LLC 6,678 7,056 5% 2019-09-30
Accredited Investors Inc. 6,567 0 New Buy 2019-09-30
Hilltop Holdings Inc. 6,438 6,447 0% 2019-09-30
Cranbrook Wealth Management, LLC 6,263 3,671 71% 2019-09-30
STIFEL FINANCIAL CORP 650 705 8% 2019-09-30
ProVise Management Group, LLC 5,877 5,967 2% 2019-09-30
Chicago Partners Investment Group LLC 5,851 5,276 11% 2019-09-30
Community Financial Services Group, LLC 5,791 6,336 9% 2019-09-30
CAPTRUST FINANCIAL ADVISORS 5,691 5,891 3% 2019-09-30
Barrett Asset Management, LLC 5,541 5,666 2% 2019-09-30
FIFTH THIRD BANCORP 5,527 5,527 No Change 2019-09-30
Harfst & Associates, Inc. 5,521 5,521 No Change 2019-09-30
PRIVATE BANK & TRUST CO 5,430 5,430 No Change 2019-09-30
PEOPLES BANK NATIONAL ASSOCIATION 5,315 5,419 2% 2019-09-30
ZEVENBERGEN CAPITAL INVESTMENTS LLC 5,278 5,278 No Change 2019-09-30
THRIVENT FINANCIAL FOR LUTHERANS 0 2,569 Sold Out 2019-09-30
RAYMOND JAMES TRUST CO 5,209 5,209 No Change 2019-09-30
Buffington Mohr McNeal 5,086 5,086 No Change 2019-09-30
Financial Network 5,083 4,895 4% 2019-09-30
Merriman Wealth Management, LLC 5,029 5,029 No Change 2019-09-30
Western Wealth Management, LLC 4,973 5,043 1% 2019-09-30
Baird Financial Group, Inc. 4,920 5,155 5% 2019-09-30
Advisory Services Network, LLC 4,918 0 New Buy 2019-09-30
Partnervest Advisory Services LLC 4,859 0 New Buy 2019-09-30
Brookstone Capital Management 4,766 2,251 112% 2019-09-30
Financial Advocates Investment Management 4,697 4,693 0% 2019-09-30
Boston Standard Wealth Management, LLC 4,683 4,683 No Change 2019-09-30
CITIGROUP INC 4,552 4,326 5% 2019-09-30
Willow Creek Wealth Management Inc. 4,417 4,442 1% 2019-09-30
FRANKLIN RESOURCES INC 4,345 4,345 No Change 2019-09-30
Acropolis Investment Management, LLC 4,325 4,170 4% 2019-09-30
Private Ocean, LLC 4,160 4,156 0% 2019-09-30
WHITTIER TRUST CO 4,135 4,135 No Change 2019-09-30
MERCER GLOBAL ADVISORS INC /ADV 4,089 1,930 112% 2019-09-30
Highwater Wealth Management, LLC 4,066 4,169 2% 2019-09-30
Callan Capital, LLC 3,909 3,909 No Change 2019-09-30
Adalta Capital Management LLC 3,890 3,890 No Change 2019-09-30
BB&T SECURITIES, LLC 3,806 3,806 No Change 2019-09-30
Multi-Financial Securities Corp 3,762 3,020 25% 2019-09-30
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,720 3,720 No Change 2019-09-30
Amerivest Investment Management LLC 3,718 3,219 16% 2019-09-30
JOHN G ULLMAN & ASSOCIATES INC 3,700 4,800 23% 2019-09-30
Neumann Capital Management, LLC 3,695 1,835 101% 2019-09-30
Edge Capital Group, LLC 3,672 3,672 No Change 2019-09-30
Private Capital Group, LLC 3,510 1,003 250% 2019-09-30
TIEDEMANN WEALTH MANAGEMENT, LLC 3,455 3,455 No Change 2019-09-30
ALTFEST L J & CO INC 3,384 2,421 40% 2019-09-30
MASSMUTUAL TRUST CO FSB/ADV 3,360 3,305 2% 2019-09-30
MainStreet Investment Advisors LLC 3,360 3,305 2% 2019-09-30
GOULD ASSET MANAGEMENT LLC /CA/ 3,199 3,289 3% 2019-09-30
PROEQUITIES, INC. 3,164 3,767 16% 2019-09-30
Valmark Advisers, Inc. 3,090 2,910 6% 2019-09-30
CIBC World Markets Inc. 3,053 2,443 25% 2019-09-30
NorthRock Partners, LLC 2,992 0 New Buy 2019-09-30
PFG Financial Advisors 2,989 2,521 19% 2019-09-30
Cooper Financial Group 2,956 2,956 No Change 2019-09-30
Bartlett & Co. LLC 2,908 0 New Buy 2019-09-30
COLONY GROUP LLC 2,883 2,927 2% 2019-09-30
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 2,865 3,165 9% 2019-09-30
Frisch Financial Group, Inc. 2,814 0 New Buy 2019-09-30
HPM Partners LLC 2,793 2,348 19% 2019-09-30
White Lighthouse Investment Management Inc. 2,785 2,785 No Change 2019-09-30
BSW Wealth Partners 2,733 2,733 No Change 2019-09-30
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2,725 2,381 14% 2019-09-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 2,655 25,286 90% 2019-09-30
OPPENHEIMER & CO INC 2,620 2,620 No Change 2019-09-30
Wealthcare Advisory Partners LLC 2,551 2,551 No Change 2019-09-30
FIERA SCEPTRE INC. 2,534 2,534 No Change 2019-09-30
Stearns Financial Services Group 2,519 2,573 2% 2019-09-30
FLAGSHIP HARBOR ADVISORS, LLC 2,508 3,111 19% 2019-09-30
Blume Capital Management, Inc. 2,496 2,496 No Change 2019-09-30
HM PAYSON & CO 2,490 2,490 No Change 2019-09-30
Crestwood Advisors LLC 2,479 2,479 No Change 2019-09-30
Allen Capital Group, LLC 2,476 2,032 22% 2019-09-30
Harborview Advisors, LLC 2,463 2,663 8% 2019-09-30
Susquehanna International Group, LLP 2,454 6,648 63% 2019-09-30
Titus Wealth Management 2,445 2,539 4% 2019-09-30
United Income, Inc. 2,438 0 New Buy 2019-09-30
Personal Resources Investment & Strategic Management, Inc. 2,409 2,396 1% 2019-09-30
PARSONS CAPITAL MANAGEMENT INC/RI 2,382 1,945 22% 2019-09-30
PRICE T ROWE ASSOCIATES INC /MD/ 2,365 2,590 9% 2019-09-30
Janney Montgomery Scott LLC 2,337 2,199 6% 2019-09-30
Aevitas Wealth Management, Inc. 2,315 2,314 0% 2019-09-30
CRA Financial Services, LLC 2,304 2,304 No Change 2019-09-30
TRUSTCORE FINANCIAL SERVICES, LLC 2,285 2,067 11% 2019-09-30
Bigelow Investment Advisors, LLC 2,260 2,015 12% 2019-09-30
Patriot Financial Group Insurance Agency, LLC 2,181 231 844% 2019-09-30
WoodTrust Financial Corp 2,173 2,669 19% 2019-09-30
DAVIDSON D A & CO 2,147 1,960 10% 2019-09-30
VERITY Wealth Advisors 2,112 2,112 No Change 2019-09-30
AdvisorNet Financial, Inc 2,106 1,669 26% 2019-09-30
greenwich Wealth Management LLC 2,094 2,094 No Change 2019-09-30
ERn Financial, LLC 2,074 2,089 1% 2019-09-30
ENTERPRISE FINANCIAL SERVICES CORP 2,070 2,082 1% 2019-09-30
Hillstrust 2,050 2,050 No Change 2019-09-30
Dana Investment Advisors, Inc. 2,050 0 New Buy 2019-09-30
Leonard Rickey Investment Advisors P.L.L.C. 2,023 2,023 No Change 2019-09-30
Sowell Financial Services LLC 2,012 0 New Buy 2019-09-30
TRUST CO OF VERMONT 1,997 1,997 No Change 2019-09-30
CAMG Solamere Management, LLC 1,990 1,990 No Change 2019-09-30
Sequoia Financial Advisors, LLC 1,959 1,959 No Change 2019-09-30
Sterling Investment Advisors, Ltd. 1,956 1,956 No Change 2019-09-30
BerganKDV Wealth Management, LLC 1,905 1,905 No Change 2019-09-30
Edmonds Duncan Registered Investment Advisors, LLC 1,873 1,873 No Change 2019-09-30
Steward Partners Investment Advisory, LLC 1,859 1,857 0% 2019-09-30
UNIONBANCAL CORP 1,762 1,762 No Change 2019-09-30
SMITHFIELD TRUST CO 1,754 1,862 6% 2019-09-30
Investors Research Corp 1,739 1,320 32% 2019-09-30
WHITTIER TRUST CO OF NEVADA INC 1,709 1,709 No Change 2019-09-30
Lowe fs, LLC 1,683 1,683 No Change 2019-09-30
KBC Group NV 1,520 1,520 No Change 2019-09-30
JNBA Financial Advisors 1,326 1,326 No Change 2019-09-30
Advisory Alpha, LLC 1,315 0 New Buy 2019-09-30
HOWE & RUSLING INC 1,215 1,215 No Change 2019-09-30
Focused Wealth Management, Inc 1,157 1,157 No Change 2019-09-30
Claraphi Advisory Network, LLC 1,152 0 New Buy 2019-09-30
Weaver Consulting Group 1,140 1,140 No Change 2019-09-30
NEXT Financial Group, Inc 1,124 0 New Buy 2019-09-30
PITTENGER & ANDERSON INC 1,105 965 15% 2019-09-30
BESSEMER GROUP INC 1,100 1,100 No Change 2019-09-30
Rockefeller Capital Management L.P. 1,049 0 New Buy 2019-09-30
AllSquare Wealth Management LLC 1,034 1,034 No Change 2019-09-30
Golden State Wealth Management, LLC 860 841 2% 2019-09-30
Summit Investment Advisors, Inc. 793 285 178% 2019-09-30
Financial Architects, Inc 780 751 4% 2019-09-30
Atlantic Trust, LLC 772 0 New Buy 2019-09-30
Vista Private Wealth Partners. LLC 716 0 New Buy 2019-09-30
TD Capital Management LLC 678 676 0% 2019-09-30
Stuart Chaussee & Associates, Inc. 555 555 No Change 2019-09-30
Financial Enhancement Group LLC 547 547 No Change 2019-09-30
Global Retirement Partners, LLC 538 0 New Buy 2019-09-30
Moisand Fitzgerald Tamayo, LLC 493 493 No Change 2019-09-30
IFP Advisors, Inc 450 0 New Buy 2019-09-30
Hudock Moyer Wealth Resources, LLC 369 368 0% 2019-09-30
Executive Wealth Management, LLC 368 0 New Buy 2019-09-30
Lenox Wealth Advisors, Inc. 350 669 48% 2019-09-30
ADIRONDACK TRUST CO 330 330 No Change 2019-09-30
FMR LLC 0 242 Sold Out 2019-09-30
Aptus Capital Advisors, LLC 283 0 New Buy 2019-09-30
Migdal Insurance & Financial Holdings Ltd. 235 235 No Change 2019-09-30
Sandy Spring Bank 230 230 No Change 2019-09-30
Tower Research Capital LLC 217 8,243 97% 2019-09-30
Close Asset Management Ltd 212 212 No Change 2019-09-30
BALDWIN BROTHERS INC/MA 200 200 No Change 2019-09-30
Dougherty Wealth Advisers LLC 169 150 13% 2019-09-30
Pathstone Family Office, LLC 166 166 No Change 2019-09-30
Ellis Investment Partners, LLC 152 162 6% 2019-09-30
Asset Planning Services, Ltd. 151 0 New Buy 2019-09-30
CREATIVE FINANCIAL DESIGNS INC /ADV 128 140 9% 2019-09-30
LIBERTY WEALTH MANAGEMENT LLC 100 100 No Change 2019-09-30
Truvestments Capital LLC 75 75 No Change 2019-09-30
Certified Advisory Corp 67 0 New Buy 2019-09-30
D'Orazio & Associates, Inc. 46 46 No Change 2019-09-30
BENJAMIN F. EDWARDS & COMPANY, INC. 45 45 No Change 2019-09-30
Rice Partnership, LLC 36 35 3% 2019-09-30
Lindbrook Capital, LLC 20 20 No Change 2019-09-30
Ironwood Wealth Management, llc 18 18 No Change 2019-09-30
Asset Dedication, LLC 6 0 New Buy 2019-09-30
Renaissance Technologies(Jim Simons) 0 3,300 Sold Out 2019-09-30
AMERICAN CENTURY COMPANIES INC 0 42,894 Sold Out 2019-09-30
LOOMIS SAYLES & CO L P 0 13 Sold Out 2019-09-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 0 12,133 Sold Out 2019-09-30
Meristem, LLP 0 2,438 Sold Out 2019-09-30
JANE STREET GROUP, LLC 0 9,045 Sold Out 2019-09-30
TRUE Private Wealth Advisors 0 146 Sold Out 2019-09-30
Arjuna Capital 0 2,700 Sold Out 2019-09-30
Avondale Wealth Management 0 33 Sold Out 2019-09-30
Braun-Bostich & Associates Inc. 0 526 Sold Out 2019-09-30
Essex Savings Bank 0 611 Sold Out 2019-09-30
MANCHESTER FINANCIAL INC 0 33 Sold Out 2019-09-30
BALASA DINVERNO & FOLTZ LLC 13,594 13,594 No Change 2019-06-30
Mascoma Wealth Management LLC 3,916 3,564 10% 2019-06-30
LODESTAR INVESTMENT COUNSEL LLC/IL 2,908 2,908 No Change 2019-06-30
Westside Investment Management, Inc. 800 0 New Buy 2019-06-30
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