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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PBF
526
Petix & Botte Financial
California
-$2.02M -20,050 Closed
ITB
527
Idaho Trust Bank
Idaho
-$1.49M -14,733 Closed
Millennium Management
528
Millennium Management
New York
-$1.02M -10,102 Closed
FTUS
529
Flow Traders U.S.
New York
-$690K -6,847 Closed
PFS
530
Prospera Financial Services
Texas
-$446K -4,421 Closed
CA
531
CoreCap Advisors
Michigan
-$432K -4,289 Closed
ES
532
Eagle Strategies
New York
-$395K -3,922 Closed
BWS
533
Buck Wealth Strategies
Colorado
-$385K -3,821 Closed
MWM
534
Meridian Wealth Management
Kentucky
-$374K -3,793 Closed
SFMG
535
Sage Financial Management Group
Virginia
-$378K -3,752 Closed
MWM
536
Mission Wealth Management
California
-$206K -2,039 Closed
BTWM
537
Baker Tilly Wealth Management
Wisconsin
-$202K -2,002 Closed
TFG
538
Tilson Financial Group
New Jersey
-$201K -1,998 Closed
SFG
539
Snider Financial Group
Washington
-$201K -1,995 Closed
PAM
540
Palisade Asset Management
Minnesota
-$100K -996 Closed
MAWCM
541
Mine & Arao Wealth Creation & Management
California
-$83.3K -826 Closed
IGWM
542
ICA Group Wealth Management
Colorado
-$77.4K -768 Closed
FGAM
543
Financial Gravity Asset Management
Texas
-$40.7K -432 Closed
APC
544
Aspire Private Capital
North Carolina
-$21.6K -214 Closed
FMII
545
Farmers & Merchants Investments Inc
Nebraska
-$21.4K -212 Closed
BC
546
Barrett & Company
Rhode Island
-$5.64K -56 Closed
SC
547
SouthState Corp
Florida
-$5.04K -50 Closed
Simplex Trading
548
Simplex Trading
Illinois
+$500 +5 New