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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
601
UBS AM
Illinois
$12.9K +$12.8K +100 New
CTWM
602
Cherry Tree Wealth Management
Minnesota
$12.4K
FCMT
603
Founders Capital Management (Texas)
Texas
$11.5K
IAIM
604
International Assets Investment Management
Florida
$10.7K +$10.6K +83 New
1NWS
605
1 North Wealth Services
Maryland
$7.09K
LWM
606
Lodestone Wealth Management
Washington
$6.47K +$6.39K +50 New
SWP
607
Strategic Wealth Partners
Ohio
$6.44K +$6.39K +50 New
KCM
608
Key Capital Management
Tennessee
$3.35K +$3.32K +26 New
HHCP
609
Hilton Head Capital Partners
South Carolina
$3.09K +$3.07K +24 New
TAM
610
Tucker Asset Management
Colorado
$2.58K
Russell Investments Group
611
Russell Investments Group
United Kingdom
$2.06K
KFAS
612
Keating Financial Advisory Services
Kansas
$1.29K +$1.28K +10 New
ACA
613
American Capital Advisory
Idaho
$1.16K
TFGT
614
TS Financial Group (TSFG)
Illinois
$1K
SRCM
615
Signature Resources Capital Management
California
$129 +$128 +1 New
YAL
616
Your Advocates Ltd
Texas
$129 +$128 +1 New
Kovitz Investment Group Partners
617
Kovitz Investment Group Partners
Illinois
-$5.95M -47,242 Closed
IFWM
618
Institute for Wealth Management
Colorado
-$3.58M -28,445 Closed
Citadel Advisors
619
Citadel Advisors
Florida
-$2.79M -22,175 Closed
P
620
Pitcairn
Pennsylvania
-$2.3M -18,222 Closed
CPRC
621
Consolidated Portfolio Review Corp
New York
-$1.08M -8,572 Closed
Jane Street
622
Jane Street
New York
-$543K -4,308 Closed
AWA
623
Arete Wealth Advisors
Illinois
-$427K -3,390 Closed
TSS
624
Two Sigma Securities
New York
-$402K -3,194 Closed
GWSG
625
GPS Wealth Strategies Group
Colorado
-$296K -2,348 Closed