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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
226
Inscription Capital
Texas
$34K – – –
CWM
227
Catamount Wealth Management
Connecticut
$30K – – –
PGA
228
Premia Global Advisors
Florida
$28K +$27.7K +546 New
MIFH
229
Migdal Insurance & Financial Holdings
Israel
$25K – – –
SSB
230
Sandy Spring Bank
Maryland
$24K +$16.2K +320 +229%
CAM
231
Close Asset Management
United Kingdom
$22K +$11.4K +224 +112%
BWP
232
Baldwin Wealth Partners
Massachusetts
$21K – – –
KPW
233
Kore Private Wealth
New York
$17K – – –
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
SWP
235
Strategic Wealth Partners
Ohio
$10K – – –
TC
236
Truvestments Capital
Florida
$8K +$7.61K +150 New
CAC
237
Certified Advisory Corp
Florida
$7K – – –
BFEC
238
Benjamin F. Edwards & Company
Missouri
$5K – – –
DOA
239
D'Orazio & Associates
Virginia
$5K – – –
RCA
240
Rowland Carmichael Advisors
Arizona
$5K – – –
CFD
241
Creative Financial Designs
Indiana
$4K – – –
AWM
242
Avondale Wealth Management
Texas
$3K – – –
ADL
243
Asset Dedication LLC
California
$2K – – –
IF
244
Ironwood Financial
Arizona
$2K – – –
LC
245
Lindbrook Capital
California
$2K – – –
DBT
246
Dubuque Bank & Trust
Iowa
$2K +$2.13K +42 New
TWM
247
Titus Wealth Management
California
$267 +$1.01K +20 +0.4%
MHI
248
Miller Howard Investments
New York
– -$1.65M -35,456 Closed
DIA
249
Dana Investment Advisors
Wisconsin
– -$1.07M -23,080 Closed
MIA
250
MainStreet Investment Advisors
Illinois
– -$303K -6,510 Closed
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10
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