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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
226
Rede Wealth
Virginia
$672K +$1.08K +12 +0.2%
CCA
227
Cobblestone Capital Advisors
New York
$663K – – –
HI
228
Harbour Investments
Wisconsin
$652K -$358K -3,968 -36%
CA
229
Cetera Advisors
Colorado
$644K +$6.31K +70 +1%
BF
230
Brooklyn FI
New York
$635K +$616K +6,832 New
PWAG
231
Polaris Wealth Advisory Group
California
$634K +$51.2K +568 +9%
CHAM
232
Clear Harbor Asset Management
Connecticut
$629K -$8.2K -91 -1%
MSWMA
233
Market Street Wealth Management Advisors
Indiana
$629K +$611K +6,774 New
FIA
234
Foundations Investment Advisors
Arizona
$628K -$3.97K -44 -0.6%
OCM
235
One Capital Management
California
$620K +$602K +6,682 New
OPA
236
Old Port Advisors
Maine
$610K +$78.3K +869 +15%
WWG
237
West Wealth Group
California
$601K +$583K +6,470 New
WFA
238
West Financial Advisors
Iowa
$598K -$24.4K -271 -4%
PWM
239
Perigon Wealth Management
California
$588K +$9.83K +109 +2%
WS
240
Wedbush Securities
California
$587K -$17.2K -191 -3%
RIA
241
Regal Investment Advisors
Michigan
$585K +$104K +1,151 +22%
SCM
242
Southport Capital Management
Tennessee
$575K -$264K -2,933 -32%
AWM
243
AE Wealth Management
Kansas
$575K +$190K +2,113 +52%
KNW
244
Kesler Norman & Wride
Utah
$570K – – –
KLI
245
Kelman-Lazarov Inc
Tennessee
$564K -$1.62K -18 -0.3%
CFGS
246
Concourse Financial Group Securities
Alabama
$558K +$83.1K +922 +18%
VWA
247
VERITY Wealth Advisors
United States
$550K – – –
OPS
248
Orion Portfolio Solutions
Nebraska
$535K +$76.9K +853 +17%
FFA
249
First Foundation Advisors
California
$529K – – –
APW
250
Aurora Private Wealth
New Jersey
$526K +$3.15K +35 +0.6%
8 9
10
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