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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
376
Capital Analysts LLC
Pennsylvania
$75K +$81.5K +1,046 New
PP
377
PrairieView Partners
Minnesota
$74K – – –
MPCG
378
Matrix Private Capital Group
New York
$73K – – –
WA
379
Win Advisors
Florida
$66K -$19.8M -253,924 -100%
PTC
380
Private Trust Company
Ohio
$58K +$62.3K +800 New
HI
381
Hudock Inc
Pennsylvania
$53K +$234 +3 +0.4%
ATC
382
Adirondack Trust Company
New York
$47K – – –
MFT
383
Moisand Fitzgerald Tamayo
Florida
$47K – – –
WFA
384
Wells Financial Advisors
Massachusetts
$44K +$4.52K +58 +10%
GWANC
385
Guardian Wealth Advisors (North Carolina)
North Carolina
$44K +$47.8K +614 New
KTC
386
Kistler-Tiffany Companies
Pennsylvania
$43K – – –
CWA
387
Clearview Wealth Advisors
Oregon
$43K +$40.8K +524 +681%
ZIG
388
Zullo Investment Group
Pennsylvania
$42K – – –
Qube Research & Technologies (QRT)
389
Qube Research & Technologies (QRT)
United Kingdom
$39K +$42.4K +544 New
BONH
390
Bank of New Hampshire
New Hampshire
$37K – – –
BCPWM
391
Bradley & Co Private Wealth Management
Florida
$36K – – –
TWA
392
TCI Wealth Advisors
Arizona
$36K +$39.1K +502 New
MIFH
393
Migdal Insurance & Financial Holdings
Israel
$34K – – –
SSB
394
Sandy Spring Bank
Maryland
$33K – – –
FP
395
Financial Perspectives
Minnesota
$32.9K +$10K +129 +39%
BA
396
Ballast Advisors
Minnesota
$32K – – –
PAIM
397
Punch & Associates Investment Management
Minnesota
$29K -$2.73K -35 -8%
BWP
398
Baldwin Wealth Partners
Massachusetts
$29K – – –
TWC
399
TD Waterhouse Canada
Ontario, Canada
$21.5K – – –
DWA
400
Dougherty Wealth Advisers
Minnesota
$20K – – –