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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
301
Valeo Financial Advisors
Indiana
$15K – – –
AssetMark Inc
302
AssetMark Inc
California
$13K +$556 +10 +5%
CFG
303
Citizens Financial Group
Rhode Island
$12K +$11K +198 New
CAC
304
Certified Advisory Corp
Florida
$8K – – –
JSC
305
Jackson Square Capital
California
$8K – – –
KTC
306
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
DOA
307
D'Orazio & Associates
Virginia
$5K – – –
IF
308
Ironwood Financial
Arizona
$2K – – –
LC
309
Lindbrook Capital
California
$2K – – –
CAAS
310
Capital Asset Advisory Services
Michigan
$1K -$45.3K -814 -98%
ADL
311
Asset Dedication LLC
California
$1K – – –
WIM
312
Westside Investment Management
California
$94 – – –
AIC
313
Ameritas Investment Company
Nebraska
– -$4.61M -98,214 Closed
EB
314
Eastern Bank
Massachusetts
– -$2.64M -54,268 Closed
MLIC
315
Mandatum Life Insurance Company
Finland
– -$1.46M -30,020 Closed
WANY
316
Wealthspire Advisors (New York)
New York
– -$1.33M -27,424 Closed
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
– -$529K -10,860 Closed
PCM
318
Pennsylvania Capital Management
Pennsylvania
– -$320K -6,812 Closed
NEPPG
319
New England Professional Planning Group
Rhode Island
– -$350K -6,488 Closed
KBC Group
320
KBC Group
Belgium
– -$149K -3,068 Closed
NFG
321
Next Financial Group
Texas
– -$109K -2,248 Closed
AA
322
Advisory Alpha
Michigan
– -$93.2K -1,770 Closed
EWM
323
EPG Wealth Management
Georgia
– -$49K -1,000 Closed
TF
324
TimeScale Financial
Massachusetts
– -$45K -934 Closed
FEG
325
Financial Enhancement Group
Indiana
– -$45K -916 Closed