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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
551
Concourse Financial Group Securities
Alabama
-$1.2M -10,423 Closed
APW
552
Aurora Private Wealth
New Jersey
-$631K -5,725 Closed
AF
553
Aviso Financial
Ontario, Canada
-$607K -5,497 Closed
SWA
554
Stratos Wealth Advisors
Ohio
-$493K -4,468 Closed
PBO
555
Peoples Bank (Ohio)
Ohio
-$288K -2,611 Closed
DI
556
DDFG Inc
California
-$272K -2,471 Closed
Jane Street
557
Jane Street
New York
-$244K -2,212 Closed
BG
558
Bahl & Gaynor
Ohio
-$237K -2,147 Closed
WP
559
Wealthspan Partners
Iowa
-$236K -2,143 Closed
EWA
560
Emergent Wealth Advisors
New York
-$228K -2,066 Closed
CFG
561
Copley Financial Group
California
-$219K -1,982 Closed
PG
562
Patten Group
Tennessee
-$215K -1,949 Closed
SP
563
Sequent Planning
Nebraska
-$214K -1,937 Closed
MA
564
Mutual Advisors
Nebraska
-$216K -1,934 Closed
AFP
565
Ausdal Financial Partners
Iowa
-$211K -1,914 Closed
DWG
566
Darden Wealth Group
Michigan
-$210K -1,907 Closed
FCM
567
Firestone Capital Management
Florida
-$210K -1,906 Closed
FPW
568
Flagship Private Wealth
Massachusetts
-$208K -1,887 Closed
DT
569
Diversified Trust
Tennessee
-$207K -1,882 Closed
BFG
570
Baron Financial Group
New Jersey
-$207K -1,880 Closed
FFC
571
Frederick Financial Consultants
Maryland
-$206K -1,864 Closed
TCM
572
Towercrest Capital Management
Pennsylvania
-$204K -1,854 Closed
BFWA
573
Benchmark Financial Wealth Advisors
Florida
-$201K -1,825 Closed
EPW
574
Endeavor Private Wealth
Kansas
-$187K -1,697 Closed
CAS
575
Coppell Advisory Solutions
Texas
-$118K -1,068 Closed