Ishares Tr

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Ishares Tr

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NewIncreasedMaintainedDecreasedLiquidated
368103
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Private Trust Co Na03-31-2021Equities2,920Maintained0.000.00222,000.006.7376.03Form 13
Lowe Wealth Advisors, Llc03-31-2021Etf4,766Maintained0.000.18364,000.006.7476.37Form 13
Bremer Bank National Association03-31-2021Msci Kld400 Soc22,509Decreased-0.660.391,719,000.006.05152.78Form 13
Baldwin Brothers Inc/ma03-31-2021Msci Kld400 Soc400Maintained0.000.0031,000.006.9077.50Form 13
Old Port Advisors03-31-2021Msci Kld400 Soc3,472New!0.000.10265,000.000.0076.32Form 13
Parcion Private Wealth Llc03-31-2021Msci Kld400 Soc16,591Increased7.990.141,267,000.0015.2976.37Form 13
Acropolis Investment Management, Llc03-31-2021Msci Kld400 Soc7,866Decreased-4.120.06601,000.002.3976.40Form 13
Livingston Group Asset Management Co (operating As Southport Capital Management)03-31-2021Com9,515Decreased-6.020.19727,000.000.4176.41Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund2,777Decreased-9.010.05212,000.00-2.7576.34Form 13
Phoenix Wealth Advisors03-31-2021Msci Kld400 Soc600Maintained0.000.0446,000.006.9876.67Form 13
Ballew Advisors, Inc03-31-2021Msci Kld400 Soc6,656Increased100.000.18514,000.00113.28154.44Form 13
Walkner Condon Financial Advisors Llc03-31-2021Msci Kld400 Soc0Liquidated!-100.000.000.000.000.00Form 13
Buffington Mohr Mcneal03-31-2021Etf10,438Maintained0.000.17797,000.006.6976.36Form 13
Advisornet Financial, Inc03-31-2021Etf3,390Increased2.480.02259,000.009.2876.40Form 13
Westside Investment Management, Inc.03-31-2021Com1,550Maintained0.000.31118,000.007.2776.13Form 13
Mountain Capital Investment Advisors, Inc03-31-2021Msci Kld400 Soc0Liquidated!-100.000.000.000.000.00Form 13
Global Retirement Partners, Llc03-31-2021Msci Kld400 Soc1,149Increased0.970.0188,000.008.6476.59Form 13
Arbor Investment Advisors, Llc03-31-2021Com19,770Decreased-0.810.341,510,000.005.8976.38Form 13
Burt Wealth Advisors03-31-2021Msci Kld400 Soc0Liquidated!-100.000.000.000.000.00Form 13
Prism Advisors, Inc.03-31-2021Msci Kld400 Soc3,913Increased3.350.11299,000.0010.3376.41Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open794New!0.000.0260,000.000.0075.57Form 13
Enterprise Bank & Trust Co03-31-2021Com6,700New!0.000.22512,000.000.0076.42Form 13
Wealth Management Partners, Llc03-31-2021Msci Kld400 Soc16,798Decreased-2.850.981,315,000.003.8778.28Form 13
Burns J W & Co Inc/ny03-31-2021Com3,044Maintained0.000.04232,000.006.4276.22Form 13
Adirondack Trust Co03-31-2021Mutual Fund660Maintained0.000.0350,000.006.3875.76Form 13
Trust Co Of Vermont03-31-2021Com3,389Decreased-9.020.02259,000.00-2.6376.42Form 13
Accredited Investors Inc.03-31-2021Msci Kld400 Soc28,922Increased2.040.302,209,000.008.9376.38Form 13
Next Financial Group, Inc03-31-2021Msci Kld400 Soc2,139Decreased-0.370.01163,000.005.8476.20Form 13
Cra Financial Services, Llc03-31-2021Msci Kld400 Soc4,274Decreased-7.230.13326,000.00-1.2176.28Form 13
Columbia Trust Co 0101201603-31-2021Msci Kld400 Soc36,486Decreased-0.461.732,786,000.006.2576.36Form 13