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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSA
601
Financial Services Advisory
Maryland
– -$2.07M -16,084 Closed
HFA
602
Hershey Financial Advisers
Pennsylvania
– -$1.75M -13,556 Closed
Renaissance Technologies
603
Renaissance Technologies
New York
– -$1.1M -8,500 Closed
HF
604
HRT Financial
New York
– -$877K -6,811 Closed
RSWM
605
Robertson Stephens Wealth Management
California
– -$877K -6,806 Closed
EI
606
Ellevest Inc
New York
– -$607K -4,713 Closed
CFS
607
Coordinated Financial Services
Colorado
– -$515K -3,994 Closed
DAS
608
Diversify Advisory Services
Utah
– -$477K -3,644 Closed
AWM
609
Axxcess Wealth Management
California
– -$463K -3,597 Closed
TCM
610
TruNorth Capital Management
Michigan
– -$431K -3,349 Closed
EGM
611
Engineers Gate Manager
New York
– -$417K -3,233 Closed
TPA
612
Trivium Point Advisory
Connecticut
– -$357K -2,772 Closed
JWCA
613
J.W. Cole Advisors
Florida
– -$327K -2,681 Closed
ODIJL
614
One Day In July LLC
Vermont
– -$300K -2,330 Closed
SOS
615
Silver Oak Securities
Tennessee
– -$302K -2,330 Closed
First Trust Advisors
616
First Trust Advisors
Illinois
– -$263K -2,040 Closed
Millennium Management
617
Millennium Management
New York
– -$257K -1,996 Closed
TWCA
618
Two West Capital Advisors
Kansas
– -$253K -1,964 Closed
CWM
619
Curtis Wealth Management
Nevada
– -$242K -1,841 Closed
ACM
620
Absolute Capital Management
Pennsylvania
– -$231K -1,795 Closed
AWM
621
Affinity Wealth Management
Delaware
– -$220K -1,711 Closed
SP
622
Sequent Planning
Nebraska
– -$217K -1,683 Closed
1WM
623
1900 Wealth Management
Texas
– -$214K -1,663 Closed
PMG
624
ProVise Management Group
Florida
– -$213K -1,650 Closed
AFP
625
Ausdal Financial Partners
Iowa
– -$211K -1,641 Closed