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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
501
DHJJ Financial Advisors
Illinois
$47.4K – – –
SL
502
Salomon & Ludwin
Virginia
$44.7K – – –
DWA
503
Dougherty Wealth Advisers
Minnesota
$43.6K +$15K +143 +55%
BWP
504
Baldwin Wealth Partners
Massachusetts
$43.5K – – –
TRCT
505
Tower Research Capital (TRC)
New York
$41.9K -$291K -2,779 -88%
QCG
506
Quadrant Capital Group
Ohio
$41.3K – – –
AIC
507
Archer Investment Corporation
Indiana
$33.1K – – –
CTC
508
Central Trust Company
Missouri
$31.6K – – –
LFG
509
Larson Financial Group
Missouri
$29.7K – – –
LJHT
510
Laurie J. Hall Trustee
$27K -$10.5K -100 -29%
EBA
511
Eagle Bay Advisors
New York
$26.8K – – –
HCM
512
Hollencrest Capital Management
California
$24.2K – – –
PA
513
PSI Advisors
Florida
$23.5K – – –
FFA
514
Fairfield Financial Advisors
Massachusetts
$21.8K – – –
Russell Investments Group
515
Russell Investments Group
United Kingdom
$20.9K +$20.1K +192 New
GFPC
516
Global Financial Private Client
Florida
$19.6K -$2.94K -28 -13%
HWA
517
Heritage Wealth Advisors
Virginia
$19.6K – – –
RA
518
Ransom Advisory
Rhode Island
$18.5K – – –
KSB
519
Kennebec Savings Bank
Maine
$17.5K +$16.9K +161 New
CFO
520
CVA Family Office
Colorado
$17.2K – – –
EWP
521
Elevation Wealth Partners
California
$16.3K – – –
BA
522
Ballast Advisors
Minnesota
$14.9K – – –
EWM
523
Evermay Wealth Management
Virginia
$14.1K – – –
MIFH
524
Migdal Insurance & Financial Holdings
Israel
$14K -$11.5K -110 -47%
Harris Associates
525
Harris Associates
Illinois
$12.8K +$12.4K +118 New