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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
601
Robertson Stephens Wealth Management
California
-$877K -6,806 Closed
EI
602
Ellevest Inc
New York
-$607K -4,713 Closed
CFS
603
Coordinated Financial Services
Colorado
-$515K -3,994 Closed
DAS
604
Diversify Advisory Services
Utah
-$477K -3,644 Closed
AWM
605
Axxcess Wealth Management
California
-$463K -3,597 Closed
TCM
606
TruNorth Capital Management
Michigan
-$431K -3,349 Closed
EGM
607
Engineers Gate Manager
New York
-$417K -3,233 Closed
TPA
608
Trivium Point Advisory
Connecticut
-$357K -2,772 Closed
JWCA
609
J.W. Cole Advisors
Florida
-$327K -2,681 Closed
ODIJL
610
One Day In July LLC
Vermont
-$300K -2,330 Closed
SOS
611
Silver Oak Securities
Tennessee
-$302K -2,330 Closed
First Trust Advisors
612
First Trust Advisors
Illinois
-$263K -2,040 Closed
Millennium Management
613
Millennium Management
New York
-$257K -1,996 Closed
TWCA
614
Two West Capital Advisors
Kansas
-$253K -1,964 Closed
CWM
615
Curtis Wealth Management
Nevada
-$242K -1,841 Closed
ACM
616
Absolute Capital Management
Pennsylvania
-$231K -1,795 Closed
AWM
617
Affinity Wealth Management
Delaware
-$220K -1,711 Closed
SP
618
Sequent Planning
Nebraska
-$217K -1,683 Closed
1WM
619
1900 Wealth Management
Texas
-$214K -1,663 Closed
PMG
620
ProVise Management Group
Florida
-$213K -1,650 Closed
AFP
621
Ausdal Financial Partners
Iowa
-$211K -1,641 Closed
FPW
622
Flagship Private Wealth
Massachusetts
-$211K -1,641 Closed
CSA
623
Cottage Street Advisors
Massachusetts
-$211K -1,635 Closed
HCM
624
Howland Capital Management
Massachusetts
-$210K -1,630 Closed
BPW
625
BLVD Private Wealth
Kentucky
-$209K -1,625 Closed