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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
B
226
Bensler
Washington
$517K +$241K +3,354 +87%
CCA
227
Cobblestone Capital Advisors
New York
$513K – – –
PWP
228
Principle Wealth Partners
Connecticut
$511K -$84.8K -1,180 -14%
AA
229
Addison Advisors
Vermont
$498K -$81.8K -1,138 -14%
PBO
230
Peoples Bank (Ohio)
Ohio
$495K -$50.2K -698 -9%
WWM
231
Western Wealth Management
Colorado
$487K -$569K -7,911 -54%
BF
232
Brooklyn FI
New York
$486K -$471K -6,553 -97%
WF
233
WoodTrust Financial
Wisconsin
$484K +$62.5K +869 +15%
WIA
234
World Investment Advisors
California
$482K +$75K +1,043 +18%
SWA
235
Stratos Wealth Advisors
Ohio
$478K +$96K +1,336 +25%
OBWG
236
Onyx Bridge Wealth Group
New York
$476K -$5.03K -70 -1%
WFA
237
West Financial Advisors
Iowa
$471K – – –
HI
238
Harbour Investments
Wisconsin
$464K -$88.8K -1,235 -16%
MYIA
239
Mount Yale Investment Advisors
Colorado
$463K -$96.5K -1,342 -17%
HCA
240
Heck Capital Advisors
Wisconsin
$458K -$197K -2,735 -30%
PSCM
241
Per Stirling Capital Management
Texas
$446K +$447K +6,216 New
WWG
242
West Wealth Group
California
$442K -$7.47K -104 -2%
KNW
243
Kesler Norman & Wride
Utah
$436K – – –
WS
244
Wedbush Securities
California
$427K -$8.63K -120 -2%
MA
245
Momentum Advisors
New York
$423K – – –
TNBTD
246
Trustmark National Bank Trust Department
Mississippi
$418K -$70.1K -975 -14%
MLA
247
My Legacy Advisors
Oregon
$418K -$184K -2,566 -32%
CA
248
CoreCap Advisors
Michigan
$412K +$9.34K +130 +2%
PFM
249
Peak Financial Management
Massachusetts
$410K +$6.97K +97 +2%
FFG
250
Frisch Financial Group
New York
$409K +$1.73K +24 +0.4%
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10
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