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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
226
Advisornet Financial
Minnesota
$458K +$24.4K +285 +5%
CW
227
CreativeOne Wealth
Kansas
$457K +$69.8K +816 +17%
NFG
228
Next Financial Group
Texas
$454K +$179K +2,096 +62%
LWA
229
Lowe Wealth Advisors
Maryland
$445K +$15.4K +180 +3%
PA
230
Parkside Advisors
California
$443K -$18.9K -221 -4%
AG
231
Appleton Group
Wisconsin
$435K +$24.6K +288 +6%
MA
232
MUFG Americas
New York
$431K – – –
RIA
233
Regal Investment Advisors
Michigan
$428K -$137K -1,608 -24%
CFGS
234
Concourse Financial Group Securities
Alabama
$423K +$49.5K +579 +13%
BCWM
235
Bartlett & Co Wealth Management
Ohio
$422K -$25.7K -300 -6%
BC
236
Bartlett & Co
Ohio
$422K -$25.7K -300 -6%
CAS
237
Cascadia Advisory Services
Oregon
$421K -$48K -561 -10%
WDL
238
Well Done LLC
Michigan
$420K +$1.2K +14 +0.3%
HPC
239
HM Payson & Co
Maine
$414K – – –
WB
240
WesBanco Bank
West Virginia
$412K -$1.8K -21 -0.4%
TNBTD
241
Trustmark National Bank Trust Department
Mississippi
$412K – – –
OPS
242
Orion Portfolio Solutions
Nebraska
$409K +$11.4K +133 +3%
CAG
243
Crestwood Advisors Group
Massachusetts
$407K – – –
TWM
244
Titus Wealth Management
California
$406K +$684 +8 +0.2%
DADC
245
D.A. Davidson & Co
Montana
$403K -$6.84K -80 -2%
PAM
246
Premier Asset Management
Illinois
$403K +$132K +1,540 +47%
BCM
247
Blume Capital Management
California
$397K – – –
PCM
248
Parsons Capital Management
Rhode Island
$391K -$1.28K -15 -0.3%
EWA
249
EP Wealth Advisors
California
$389K +$29.2K +342 +8%
HA
250
Harborview Advisors
Maine
$385K +$41.4K +484 +12%
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