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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DOA
251
D'Orazio & Associates
Virginia
$5K – – –
RCA
252
Rowland Carmichael Advisors
Arizona
$5K – – –
AWM
253
Avondale Wealth Management
Texas
$4K – – –
MF
254
Manchester Financial
California
$4K +$3.55K +66 New
RP
255
Rice Partnership
Hawaii
$4K +$3.76K +70 New
IF
256
Ironwood Financial
Arizona
$2K – – –
LC
257
Lindbrook Capital
California
$2K – – –
Loomis, Sayles & Company
258
Loomis, Sayles & Company
Massachusetts
$1K +$1.4K +26 New
AIC
259
Ameritas Investment Company
Nebraska
– -$4.01M -76,130 Closed
EB
260
Eastern Bank
Massachusetts
– -$2.56M -48,514 Closed
BG
261
Bahl & Gaynor
Ohio
– -$424K -8,030 Closed
Northern Trust
262
Northern Trust
Illinois
– -$297K -5,636 Closed
COI
263
Capital One Investing
Virginia
– -$257K -4,876 Closed
OAM
264
Occidental Asset Management
California
– -$253K -4,804 Closed
PPA
265
Parametric Portfolio Associates
Washington
– -$207K -3,932 Closed
AA
266
Advisory Alpha
Michigan
– -$140K -2,630 Closed
FHB
267
First Hawaiian Bank
Hawaii
– -$78K -1,476 Closed
SWM
268
SeaCrest Wealth Management
New York
– -$57K -1,074 Closed
IC
269
Inscription Capital
Texas
– -$34K -644 Closed
PGA
270
Premia Global Advisors
Florida
– -$28K -546 Closed
KPW
271
Kore Private Wealth
New York
– -$17K -314 Closed
SWP
272
Strategic Wealth Partners
Ohio
– -$10K -178 Closed
DBT
273
Dubuque Bank & Trust
Iowa
– -$2K -42 Closed
ADL
274
Asset Dedication LLC
California
– -$2K -30 Closed