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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
$26K +$20.2K +366 +366%
TRCT
252
Tower Research Capital (TRC)
New York
$24K -$887K -16,052 -97%
CAM
253
Close Asset Management
United Kingdom
$24K – – –
APA
254
American Portfolios Advisors
New York
$23.3K -$8.84K -160 -28%
BWP
255
Baldwin Wealth Partners
Massachusetts
$22K – – –
DWA
256
Dougherty Wealth Advisers
Minnesota
$19K +$2.1K +38 +13%
PFO
257
Pathstone Family Office
New Jersey
$18K – – –
APSP
258
Asset Planning Services (Pennsylvania)
Pennsylvania
$17K +$16.7K +302 New
EIP
259
Ellis Investment Partners
Pennsylvania
$16K -$1.1K -20 -6%
CFD
260
Creative Financial Designs
Indiana
$14K -$1.33K -24 -9%
LWM
261
Liberty Wealth Management
California
$11K – – –
TC
262
Truvestments Capital
Florida
$8K – – –
CAC
263
Certified Advisory Corp
Florida
$7K – – –
BFEC
264
Benjamin F. Edwards & Company
Missouri
$5K – – –
DOA
265
D'Orazio & Associates
Virginia
$5K – – –
RP
266
Rice Partnership
Hawaii
$4K +$111 +2 +3%
IF
267
Ironwood Financial
Arizona
$2K – – –
LC
268
Lindbrook Capital
California
$2K – – –
ADL
269
Asset Dedication LLC
California
$1K +$663 +12 New
American Century Companies
270
American Century Companies
Missouri
– -$4.69M -85,788 Closed
Jane Street
271
Jane Street
New York
– -$989K -18,090 Closed
Renaissance Technologies
272
Renaissance Technologies
New York
– -$361K -6,600 Closed
AC
273
Arjuna Capital
North Carolina
– -$295K -5,400 Closed
MFW
274
Meristem Family Wealth
Minnesota
– -$267K -4,876 Closed
ESB
275
Essex Savings Bank
Connecticut
– -$67K -1,222 Closed