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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
226
Peoples Bank (Ohio)
Ohio
$509K -$41.8K -557 -7%
AIM
227
Acropolis Investment Management
Missouri
$507K – – –
WCWM
228
Willow Creek Wealth Management
California
$507K – – –
WP
229
WealthShield Partners
North Carolina
$497K – – –
TIA
230
Traphagen Investment Advisors
New Jersey
$492K +$105K +1,402 +24%
ECM
231
Evergreen Capital Management
Washington
$491K +$75.1K +1,000 +16%
VWA
232
VERITY Wealth Advisors
United States
$490K +$105K +1,397 +24%
LC
233
Lindbrook Capital
California
$483K +$450 +6 +0.1%
MPW
234
MA Private Wealth
California
$480K +$515K +6,863 New
CCA
235
Cobblestone Capital Advisors
New York
$478K – – –
FFA
236
First Foundation Advisors
California
$471K – – –
PWAG
237
Polaris Wealth Advisory Group
California
$465K -$917K -12,212 -64%
MA
238
Mutual Advisors
Nebraska
$462K -$54.4K -725 -10%
CA
239
Cetera Advisors
Colorado
$456K +$40.7K +542 +9%
TNBTD
240
Trustmark National Bank Trust Department
Mississippi
$455K – – –
BF
241
Brooklyn FI
New York
$454K +$486K +6,476 +2,173%
ZCI
242
Zevenbergen Capital Investments
Washington
$440K -$83.3K -1,110 -14%
WFA
243
West Financial Advisors
Iowa
$439K +$8.18K +109 +2%
OBWG
244
Onyx Bridge Wealth Group
New York
$439K +$48.5K +646 +11%
CAM
245
Cresset Asset Management
Illinois
$432K -$53.4K -712 -10%
RWP
246
Revolve Wealth Partners
New Jersey
$424K +$250K +3,335 +111%
WWG
247
West Wealth Group
California
$419K +$17.7K +236 +4%
WS
248
Wedbush Securities
California
$406K -$99K -1,319 -18%
KNW
249
Kesler Norman & Wride
Utah
$406K – – –
MA
250
Momentum Advisors
New York
$395K – – –
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