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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
251
Rowland Carmichael Advisors
Arizona
$5K
AWM
252
Avondale Wealth Management
Texas
$4K
MF
253
Manchester Financial
California
$4K +$3.55K +66 New
RP
254
Rice Partnership
Hawaii
$4K +$3.76K +70 New
IF
255
Ironwood Financial
Arizona
$2K
LC
256
Lindbrook Capital
California
$2K
Loomis, Sayles & Company
257
Loomis, Sayles & Company
Massachusetts
$1K +$1.4K +26 New
WIM
258
Westside Investment Management
California
$87 +$86K +1,600 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