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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
376
Addison Advisors
Vermont
$6K +$5.47K +68 New
CWA
377
Clearview Wealth Advisors
Oregon
$4K -$6.84K -85 -63%
PA
378
Parallel Advisors
California
$4K -$5.47K -68 -58%
CAAS
379
Capital Asset Advisory Services
Michigan
$4K
LGWM
380
Litman Gregory Wealth Management
California
$3.68K -$3.12M -38,736 -91%
HCP
381
Hexagon Capital Partners
Arkansas
$3K
IF
382
Ironwood Financial
Arizona
$3K
LC
383
Lindbrook Capital
California
$3K
JPLA
384
Joseph P. Lucia & Associates
New York
$2K
WIM
385
Westside Investment Management
California
$128
Susquehanna International Group
386
Susquehanna International Group
Pennsylvania
-$1.31M -17,179 Closed
GWM
387
Greenwich Wealth Management
Connecticut
-$1.04M -13,655 Closed
KWM
388
Kingsview Wealth Management
Oregon
-$711K -9,188 Closed
Jane Street
389
Jane Street
New York
-$468K -6,124 Closed
SFS
390
Sowell Financial Services
Arkansas
-$462K -5,743 Closed
FTUS
391
Flow Traders U.S.
New York
-$384K -4,773 Closed
NL
392
NWAM LLC
Washington
-$294K -3,853 Closed
EFSCE
393
Enterprise Financial Services Corp (EFSC)
Missouri
-$286K -3,740 Closed
CRWM
394
Castle Rock Wealth Management
California
-$227K -2,840 Closed
KBC Group
395
KBC Group
Belgium
-$216K -2,828 Closed
SFMG
396
Sage Financial Management Group
Virginia
-$132K -1,728 Closed
OSAM
397
O'Shaughnessy Asset Management
Connecticut
-$47K -615 Closed
EP
398
Eudaimonia Partners
Tennessee
-$15K -200 Closed
CAC
399
Certified Advisory Corp
Florida
-$10K -134 Closed