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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
551
Northern Trust
Illinois
– -$1.44M -13,040 Closed
CFGS
552
Concourse Financial Group Securities
Alabama
– -$1.2M -10,423 Closed
APW
553
Aurora Private Wealth
New Jersey
– -$631K -5,725 Closed
AF
554
Aviso Financial
Ontario, Canada
– -$607K -5,497 Closed
SWA
555
Stratos Wealth Advisors
Ohio
– -$493K -4,468 Closed
PBO
556
Peoples Bank (Ohio)
Ohio
– -$288K -2,611 Closed
DI
557
DDFG Inc
California
– -$272K -2,471 Closed
Jane Street
558
Jane Street
New York
– -$244K -2,212 Closed
BG
559
Bahl & Gaynor
Ohio
– -$237K -2,147 Closed
WP
560
Wealthspan Partners
Iowa
– -$236K -2,143 Closed
EWA
561
Emergent Wealth Advisors
New York
– -$228K -2,066 Closed
CFG
562
Copley Financial Group
California
– -$219K -1,982 Closed
PG
563
Patten Group
Tennessee
– -$215K -1,949 Closed
SP
564
Sequent Planning
Nebraska
– -$214K -1,937 Closed
MA
565
Mutual Advisors
Nebraska
– -$216K -1,934 Closed
AFP
566
Ausdal Financial Partners
Iowa
– -$211K -1,914 Closed
DWG
567
Darden Wealth Group
Michigan
– -$210K -1,907 Closed
FCM
568
Firestone Capital Management
Florida
– -$210K -1,906 Closed
FPW
569
Flagship Private Wealth
Massachusetts
– -$208K -1,887 Closed
DT
570
Diversified Trust
Tennessee
– -$207K -1,882 Closed
BFG
571
Baron Financial Group
New Jersey
– -$207K -1,880 Closed
FFC
572
Frederick Financial Consultants
Maryland
– -$206K -1,864 Closed
TCM
573
Towercrest Capital Management
Pennsylvania
– -$204K -1,854 Closed
BFWA
574
Benchmark Financial Wealth Advisors
Florida
– -$201K -1,825 Closed
EPW
575
Endeavor Private Wealth
Kansas
– -$187K -1,697 Closed