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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
226
Rowland Carmichael Advisors
Arizona
$5K +$4.95K +100 New
CFD
227
Creative Financial Designs
Indiana
$4K -$9.89K -200 -71%
DOA
228
D'Orazio & Associates
Virginia
$4K – – –
BFEC
229
Benjamin F. Edwards & Company
Missouri
$4K +$4.45K +90 New
AWM
230
Avondale Wealth Management
Texas
$3K – – –
IF
231
Ironwood Financial
Arizona
$2K – – –
CA
232
Claro Advisors
Massachusetts
$2K +$1.78K +36 New
ADL
233
Asset Dedication LLC
California
$1K – – –
LC
234
Lindbrook Capital
California
$1K +$1.98K +40 New
FA
235
Forefront Analytics
Pennsylvania
– -$9.43M -176,654 Closed
RA
236
Rational Advisors
New York
– -$2.23M -41,824 Closed
TCM
237
Tuttle Capital Management
Connecticut
– -$2.23M -41,824 Closed
CA
238
Cetera Advisors
Colorado
– -$1.07M -20,156 Closed
TRCT
239
Tower Research Capital (TRC)
New York
– -$859K -16,084 Closed
RCS
240
Retirement Capital Strategies
California
– -$783K -14,660 Closed
SDWMA
241
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$385K -7,210 Closed
Citadel Advisors
242
Citadel Advisors
Florida
– -$342K -6,396 Closed
VCM
243
Vivaldi Capital Management
Illinois
– -$321K -6,014 Closed
EIC
244
Equity Investment Corp
Georgia
– -$303K -5,684 Closed
SCM
245
Stordahl Capital Management
Colorado
– -$272K -5,432 Closed
WCM
246
Weatherstone Capital Management
Colorado
– -$260K -4,862 Closed
Comerica Bank
247
Comerica Bank
Texas
– -$212K -4,256 Closed
HPC
248
HM Payson & Co
Maine
– -$214K -4,000 Closed
CSM
249
CAMG Solamere Management
North Carolina
– -$213K -3,980 Closed
MFW
250
Meristem Family Wealth
Minnesota
– -$206K -3,864 Closed