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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
126
Baldwin Wealth Partners
Massachusetts
$17K
PG
127
Patten Group
Tennessee
$17K
Bessemer Group
128
Bessemer Group
New Jersey
$17K +$16.7K +390 New
FANJ
129
Financial Architects (New Jersey)
New Jersey
$12K +$5.31K +124 +72%
HI
130
Hudock Inc
Pennsylvania
$12K +$11.9K +278 New
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K -$8.56K -200 -43%
CB
132
Community Bank
New York
$11K
SF
133
Synovus Financial
Georgia
$11K +$10.8K +252 New
ATC
134
Adirondack Trust Company
New York
$9K
SSB
135
Sandy Spring Bank
Maryland
$8K -$5.13K -120 -40%
WT
136
Whittier Trust
California
$7K
CDIA
137
Capital Directions Investment Advisors
Georgia
$6K
GWM
138
Geneos Wealth Management
Colorado
$6K
IA
139
IFP Advisors
Florida
$2K
PA
140
Parallel Advisors
California
$1K
TRCT
141
Tower Research Capital (TRC)
New York
$1K +$941 +22 New
Jane Street
142
Jane Street
New York
-$3.19M -77,404 Closed
Citadel Advisors
143
Citadel Advisors
Florida
-$2.09M -50,816 Closed
DIA
144
Dana Investment Advisors
Wisconsin
-$850K -20,648 Closed
HSA
145
HBK Sorce Advisory
Pennsylvania
-$237K -5,752 Closed
TFO
146
Tarbox Family Office
California
-$99K -2,408 Closed
MBT
147
Montecito Bank & Trust
California
-$96K -2,334 Closed
AA
148
Ancora Advisors
Ohio
-$47K -1,150 Closed