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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
376
Kelly Financial Services
Massachusetts
$4.6K -$14.9K -174 -76%
PA
377
Parallel Advisors
California
$4K – – –
CAAS
378
Capital Asset Advisory Services
Michigan
$4K +$86 +1 +2%
GFPC
379
Global Financial Private Client
Florida
$3.46K -$7.52K -88 -68%
HCP
380
Hexagon Capital Partners
Arkansas
$3K – – –
IF
381
Ironwood Financial
Arizona
$3K – – –
LC
382
Lindbrook Capital
California
$3K – – –
JPLA
383
Joseph P. Lucia & Associates
New York
$2K – – –
WIM
384
Westside Investment Management
California
$128 – – –
CF
385
Clarity Financial
Texas
– -$1.32M -15,946 Closed
CIBC Private Wealth Group
386
CIBC Private Wealth Group
Georgia
– -$900K -10,860 Closed
IC
387
Inscription Capital
Texas
– -$698K -8,427 Closed
HGWM
388
Horst & Graben Wealth Management
Oregon
– -$654K -7,893 Closed
Franklin Resources
389
Franklin Resources
California
– -$617K -7,445 Closed
Prudential Financial
390
Prudential Financial
New Jersey
– -$512K -6,185 Closed
WA
391
Wealth Alliance
New York
– -$466K -5,624 Closed
SHJ
392
Sharkey, Howes & Javer
Colorado
– -$325K -3,920 Closed
SFA
393
Sequoia Financial Advisors
Ohio
– -$286K -3,450 Closed
APW
394
Austin Private Wealth
Texas
– -$276K -3,337 Closed
SWM
395
SigFig Wealth Management
California
– -$210K -2,538 Closed
CRI
396
Colonial River Investments
Virginia
– -$207K -2,498 Closed
TI
397
tru Independence
Oregon
– -$157K -1,904 Closed
SB
398
Strategic Blueprint
Georgia
– -$126K -1,527 Closed
FPW
399
Flagship Private Wealth
Massachusetts
– -$120K -1,426 Closed
AWA
400
Arkadios Wealth Advisors
Georgia
– -$82K -1,000 Closed