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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
426
Simplex Trading
Illinois
$7K +$7.21K +80 New
KFS
427
Kelly Financial Services
Massachusetts
$6.09K +$992 +11 +20%
PA
428
Parallel Advisors
California
$5K – – –
HCP
429
Hexagon Capital Partners
Arkansas
$4K – – –
GFPC
430
Global Financial Private Client
Florida
$3.81K – – –
CWA
431
Clearview Wealth Advisors
Oregon
$1K +$90 +1 +17%
WIM
432
Westside Investment Management
California
$144 – – –
BMO
433
Beck Mack & Oliver
New York
– -$2.11M -25,338 Closed
BCM
434
Barometer Capital Management
Ontario, Canada
– -$840K -10,100 Closed
CFG
435
Cooper Financial Group
California
– -$549K -6,595 Closed
GSEP
436
Golden State Equity Partners
California
– -$376K -4,517 Closed
RFC
437
Regions Financial Corp
Alabama
– -$314K -3,768 Closed
LNB
438
Ledyard National Bank
– -$255K -3,064 Closed
PTC
439
Private Trust Company
Ohio
– -$243K -2,920 Closed
LWM
440
Liberty Wealth Management
California
– -$166K -1,892 Closed
PWM
441
Prentice Wealth Management
New York
– -$122K -1,470 Closed
AC
442
AlphaCore Capital
California
– -$92K -1,106 Closed
GRP
443
Global Retirement Partners
California
– -$77K -925 Closed
PWA
444
Phoenix Wealth Advisors
North Carolina
– -$50K -600 Closed
Barclays
445
Barclays
United Kingdom
– -$38K -456 Closed
Qube Research & Technologies (QRT)
446
Qube Research & Technologies (QRT)
United Kingdom
– -$15K -184 Closed
TWA
447
TCI Wealth Advisors
Arizona
– -$8K -96 Closed
DOA
448
D'Orazio & Associates
Virginia
– -$8K -92 Closed
IF
449
Ironwood Financial
Arizona
– -$3K -36 Closed
JPLA
450
Joseph P. Lucia & Associates
New York
– -$2K -30 Closed