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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LC
351
Lindbrook Capital
California
$3K – – –
HCP
352
Hexagon Capital Partners
Arkansas
$2K – – –
NFSG
353
Newbridge Financial Services Group
Florida
$2K – – –
JPLA
354
Joseph P. Lucia & Associates
New York
$2K +$2.03K +30 New
CAAS
355
Capital Asset Advisory Services
Michigan
$1K – – –
WIM
356
Westside Investment Management
California
$110 -$3.39K -50 -3%
Susquehanna International Group
357
Susquehanna International Group
Pennsylvania
– -$3.47M -54,290 Closed
RWP
358
RWA Wealth Partners
Massachusetts
– -$1.99M -31,092 Closed
VCM
359
Vivaldi Capital Management
Illinois
– -$799K -11,734 Closed
AWM
360
Aevitas Wealth Management
Massachusetts
– -$473K -7,388 Closed
TRCT
361
Tower Research Capital (TRC)
New York
– -$406K -6,340 Closed
COF
362
Capital One Financial
Virginia
– -$312K -4,876 Closed
TW
363
Transform Wealth
Colorado
– -$265K -4,138 Closed
G
364
GenTrust
Florida
– -$266K -3,930 Closed
PCA
365
Personal Capital Advisors
California
– -$236K -3,692 Closed
LSA
366
Lion Street Advisors
Texas
– -$221K -3,420 Closed
FTUS
367
Flow Traders U.S.
New York
– -$201K -3,140 Closed
WCG
368
Weaver Consulting Group
California
– -$146K -2,280 Closed
LWCFA
369
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$126K -1,970 Closed
BA
370
Bristlecone Advisors
Washington
– -$123K -1,920 Closed
FHA
371
Flagship Harbor Advisors
Massachusetts
– -$107K -1,674 Closed
F
372
F3Logic
Minnesota
– -$61.4K -960 Closed
BBA
373
Braun-Bostich & Associates
Pennsylvania
– -$48K -752 Closed
AA
374
Advisory Alpha
Michigan
– -$34K -520 Closed
WP
375
WealthShield Partners
North Carolina
– -$29K -452 Closed