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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
176
Migdal Insurance & Financial Holdings
Israel
$23K
APA
177
American Portfolios Advisors
New York
$21.6K +$14.2K +282 +176%
ATC
178
Adirondack Trust Company
New York
$21K
BWP
179
Baldwin Wealth Partners
Massachusetts
$20K
PG
180
Patten Group
Tennessee
$20K
PA
181
Parallel Advisors
California
$17K -$4.24K -84 -19%
MFT
182
Moisand Fitzgerald Tamayo
Florida
$14K
ML
183
McAdam LLC
Pennsylvania
$12K +$12.1K +240 New
SWP
184
Strategic Wealth Partners
Ohio
$9K +$5.35K +106 +147%
PWAG
185
Polaris Wealth Advisory Group
California
$9K +$9.19K +182 New
RFA
186
Reilly Financial Advisors
California
$7K -$14.6K -290 -67%
SSB
187
Sandy Spring Bank
Maryland
$7K -$2.02K -40 -22%
CAC
188
Certified Advisory Corp
Florida
$6K +$6.76K +134 New
CFD
189
Creative Financial Designs
Indiana
$4K
AWM
190
Avondale Wealth Management
Texas
$3K
IF
191
Ironwood Financial
Arizona
$2K +$1.82K +36 New
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
-$459K -9,346 Closed
DIA
193
Dana Investment Advisors
Wisconsin
-$457K -9,302 Closed
Comerica Bank
194
Comerica Bank
Texas
-$391K -7,482 Closed
PFO
195
Pathstone Family Office
New Jersey
-$324K -6,604 Closed
FIG
196
FundX Investment Group
California
-$318K -6,470 Closed
HWM
197
Highwater Wealth Management
Colorado
-$242K -4,926 Closed
Northern Trust
198
Northern Trust
Illinois
-$222K -4,524 Closed
LC
199
Landaas & Company
Wisconsin
-$170K -3,454 Closed
CT
200
Clearstead Trust
Maine
-$54K -1,094 Closed