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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