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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
226
Willow Creek Wealth Management
California
$507K – – –
WP
227
WealthShield Partners
North Carolina
$497K – – –
TIA
228
Traphagen Investment Advisors
New Jersey
$492K +$105K +1,402 +24%
ECM
229
Evergreen Capital Management
Washington
$491K +$75.1K +1,000 +16%
VWA
230
VERITY Wealth Advisors
United States
$490K +$105K +1,397 +24%
LC
231
Lindbrook Capital
California
$483K +$450 +6 +0.1%
MPW
232
MA Private Wealth
California
$480K +$515K +6,863 New
CCA
233
Cobblestone Capital Advisors
New York
$478K – – –
FFA
234
First Foundation Advisors
California
$471K – – –
PWAG
235
Polaris Wealth Advisory Group
California
$465K -$917K -12,212 -64%
MA
236
Mutual Advisors
Nebraska
$462K -$54.4K -725 -10%
CA
237
Cetera Advisors
Colorado
$456K +$40.7K +542 +9%
TNBTD
238
Trustmark National Bank Trust Department
Mississippi
$455K – – –
BF
239
Brooklyn FI
New York
$454K +$486K +6,476 +2,173%
ZCI
240
Zevenbergen Capital Investments
Washington
$440K -$83.3K -1,110 -14%
WFA
241
West Financial Advisors
Iowa
$439K +$8.18K +109 +2%
OBWG
242
Onyx Bridge Wealth Group
New York
$439K +$48.5K +646 +11%
CAM
243
Cresset Asset Management
Illinois
$432K -$53.4K -712 -10%
RWP
244
Revolve Wealth Partners
New Jersey
$424K +$250K +3,335 +111%
WWG
245
West Wealth Group
California
$419K +$17.7K +236 +4%
WS
246
Wedbush Securities
California
$406K -$99K -1,319 -18%
KNW
247
Kesler Norman & Wride
Utah
$406K – – –
MA
248
Momentum Advisors
New York
$395K – – –
WF
249
WoodTrust Financial
Wisconsin
$394K +$123K +1,637 +39%
APW
250
Aurora Private Wealth
New Jersey
$381K – – –
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