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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
201
Migdal Insurance & Financial Holdings
Israel
$25K – – –
ATC
202
Adirondack Trust Company
New York
$23K – – –
CAM
203
Close Asset Management
United Kingdom
$23K +$22.3K +424 New
BWP
204
Baldwin Wealth Partners
Massachusetts
$21K – – –
PG
205
Patten Group
Tennessee
$21K – – –
Fidelity Investments
206
Fidelity Investments
Massachusetts
$16K +$15.5K +294 New
MFT
207
Moisand Fitzgerald Tamayo
Florida
$15K – – –
CFD
208
Creative Financial Designs
Indiana
$15K +$10.5K +200 +250%
PFGIA
209
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$11.6K +220 New
GP
210
Girard Partners
Pennsylvania
$12K +$12.5K +238 New
PA
211
Parallel Advisors
California
$11K – – –
SWP
212
Strategic Wealth Partners
Ohio
$10K – – –
RFA
213
Reilly Financial Advisors
California
$8K – – –
TC
214
Truvestments Capital
Florida
$8K +$7.9K +150 New
CAC
215
Certified Advisory Corp
Florida
$7K – – –
SSB
216
Sandy Spring Bank
Maryland
$7K – – –
SCM
217
Southport Capital Management
Tennessee
$7K +$7.37K +140 New
DOA
218
D'Orazio & Associates
Virginia
$5K +$4.84K +92 New
GI
219
Gradient Investments
Minnesota
$4K -$613K -11,654 -99%
AWM
220
Avondale Wealth Management
Texas
$4K – – –
IF
221
Ironwood Financial
Arizona
$2K – – –
ADL
222
Asset Dedication LLC
California
$2K +$1.58K +30 New
BP
223
Ballentine Partners
Massachusetts
– -$2.12M -41,902 Closed
Susquehanna International Group
224
Susquehanna International Group
Pennsylvania
– -$561K -11,106 Closed
Northern Trust
225
Northern Trust
Illinois
– -$433K -8,584 Closed