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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPW
276
Kore Private Wealth
New York
$15K
HWA
277
HHM Wealth Advisors
Tennessee
$15K +$17.9K +312 New
VFA
278
Valeo Financial Advisors
Indiana
$14K
EIP
279
Ellis Investment Partners
Pennsylvania
$12K +$115 +2 +0.7%
WP
280
WealthShield Partners
North Carolina
$12K +$13.8K +240 New
SAM
281
S.A. Mason
Michigan
$10K
AssetMark Inc
282
AssetMark Inc
California
$10K +$12.1K +210 New
CB
283
Community Bank
New York
$9K +$11.1K +194 New
KTC
284
Kistler-Tiffany Companies
Pennsylvania
$8K
CAC
285
Certified Advisory Corp
Florida
$7K
JSC
286
Jackson Square Capital
California
$6K -$2.99K -52 -29%
AC
287
AlphaCore Capital
California
$5K +$5.4K +94 New
DOA
288
D'Orazio & Associates
Virginia
$4K
IF
289
Ironwood Financial
Arizona
$2K
LC
290
Lindbrook Capital
California
$2K
GSWM
291
Golden State Wealth Management
California
$2K +$2.41K +42 New
ADL
292
Asset Dedication LLC
California
$1K
WIM
293
Westside Investment Management
California
$77 +$91.9K +1,600 New
AWM
294
AE Wealth Management
Kansas
-$1.76M -29,266 Closed
SS
295
Simplicity Solutions
Minnesota
-$1.71M -28,472 Closed
IAA
296
Independent Advisor Alliance
North Carolina
-$1.5M -25,020 Closed
Citadel Advisors
297
Citadel Advisors
Florida
-$1.33M -22,156 Closed
ACM
298
Anfield Capital Management
California
-$728K -11,626 Closed
VCM
299
Vivaldi Capital Management
Illinois
-$606K -10,096 Closed
Renaissance Technologies
300
Renaissance Technologies
New York
-$589K -9,800 Closed