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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NHT
426
New Hampshire Trust
New Hampshire
$6.61K +$6.61K +92 New
BC
427
Barrett & Company
Rhode Island
$4.02K – – –
FCA
428
Fortis Capital Advisors
Kansas
$4.02K +$4.03K +56 New
HCP
429
Hexagon Capital Partners
Arkansas
$2.87K – – –
MIM
430
Macroview Investment Management
Maryland
$2.8K – – –
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$2.8K +$2.8K +39 New
NFSG
432
Newbridge Financial Services Group
Florida
$2.46K – – –
PPWM
433
PFG Private Wealth Management
Florida
$2K – – –
BC
434
Burleson & Co
California
$1.22K +$1.22K +17 New
BTI
435
Blue Trust Inc
Georgia
$1K – – –
CIBC Private Wealth Group
436
CIBC Private Wealth Group
Georgia
$780 – – –
MHR
437
Matthew Hamilton Rosenberg
$144 +$144 +2 New
WIM
438
Westside Investment Management
California
$111 – – –
EAM
439
Erste Asset Management
Austria
– -$1.85M -27,631 Closed
Bank Julius Baer & Co
440
Bank Julius Baer & Co
Switzerland
– -$752K -11,233 Closed
WWA
441
WCG Wealth Advisors
Nevada
– -$742K -11,074 Closed
EFG
442
Erickson Financial Group
Pennsylvania
– -$681K -10,173 Closed
ACG
443
Allen Capital Group
Nebraska
– -$528K -7,886 Closed
CAM
444
Cresset Asset Management
Illinois
– -$432K -6,444 Closed
Members Trust
445
Members Trust
Florida
– -$371K -5,535 Closed
KCM
446
Karp Capital Management
California
– -$347K -5,184 Closed
I
447
IMPACTfolio
Colorado
– -$305K -4,561 Closed
BFG
448
Beacon Financial Group
Texas
– -$279K -4,101 Closed
MWM
449
Mission Wealth Management
California
– -$258K -3,850 Closed
PIA
450
Perennial Investment Advisors
California
– -$204K -3,039 Closed