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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
526
FinTrust Capital Advisors
South Carolina
$11.3K
FCMT
527
Founders Capital Management (Texas)
Texas
$9.68K
GT
528
Glenmede Trust
Pennsylvania
$8.16K
TFA
529
Toth Financial Advisory
Virginia
$7.62K -$1.57K -15 -18%
JIP
530
Jaffetilchin Investment Partners
Florida
$7.25K +$7.02K +67 New
HDIM
531
Hanson & Doremus Investment Management
Vermont
$6K
TIM
532
Tortoise Investment Management
New York
$4.9K
HCP
533
Hexagon Capital Partners
Arkansas
$4.35K
MIM
534
Macroview Investment Management
Maryland
$4.31K +$105 +1 +3%
PPWM
535
PFG Private Wealth Management
Florida
$4.26K +$1.26K +12 +44%
ADL
536
Asset Dedication LLC
California
$3.59K
RCM
537
Raleigh Capital Management
North Carolina
$3.17K +$3.04K +29 New
FFA
538
Frazier Financial Advisors
Ohio
$2.4K
TAM
539
Tucker Asset Management
Colorado
$2.18K
AWM
540
Abound Wealth Management
Tennessee
$110 +$105 +1 New
SW
541
SVB Wealth
Massachusetts
-$1.94M -18,693 Closed
1832 Asset Management
542
1832 Asset Management
Ontario, Canada
-$1.81M -17,445 Closed
T
543
TCWP
Ohio
-$1.36M -13,098 Closed
OWMIAS
544
One Wealth Management Investment & Advisory Services
Florida
-$764K -7,356 Closed
GA
545
Geller Advisors
New York
-$491K -4,724 Closed
EI
546
Ethic Inc
New York
-$371K -3,574 Closed
PG
547
Prostatis Group
Maryland
-$360K -3,464 Closed
CIBC World Market
548
CIBC World Market
Ontario, Canada
-$225K -2,166 Closed
FPW
549
Flagship Private Wealth
Massachusetts
-$218K -2,101 Closed
HFA
550
High Falls Advisors
New York
-$200K -1,928 Closed