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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
226
WNY Asset Management
New York
$656K -$350K -4,401 -36%
SB
227
Strategic Blueprint
Georgia
$653K – – –
FFA
228
Farther Finance Advisors
California
$651K -$16.4K -206 -3%
RBC
229
Romano Brothers & Co
Illinois
$648K -$191K -2,400 -24%
BCM
230
Brookstone Capital Management
Illinois
$639K -$1.71M -21,464 -74%
WP
231
WealthShield Partners
North Carolina
$635K +$24K +302 +4%
SWA
232
Stratos Wealth Advisors
Ohio
$631K -$3.58K -45 -0.6%
WCWM
233
Willow Creek Wealth Management
California
$628K -$159 -2 -0%
CT
234
Cambridge Trust
Massachusetts
$626K +$153K +1,921 +35%
HBT
235
Hills Bank & Trust
Iowa
$620K – – –
OWM
236
Opes Wealth Management
California
$618K +$584K +7,344 New
VWA
237
VERITY Wealth Advisors
United States
$616K – – –
CCA
238
Cobblestone Capital Advisors
New York
$601K – – –
PWP
239
Principle Wealth Partners
Connecticut
$593K -$1.67K -21 -0.3%
ZCI
240
Zevenbergen Capital Investments
Washington
$591K -$19K -239 -3%
B
241
Bensler
Washington
$589K -$19.2K -242 -3%
PWAG
242
Polaris Wealth Advisory Group
California
$589K +$17.5K +220 +3%
AA
243
Addison Advisors
Vermont
$584K – – –
WWM
244
Western Wealth Management
Colorado
$583K +$24.5K +308 +5%
BF
245
Brooklyn FI
New York
$570K -$4.61K -58 -0.8%
DIA
246
Dana Investment Advisors
Wisconsin
$567K +$535K +6,734 New
AF
247
Advisornet Financial
Minnesota
$560K -$16.9K -213 -3%
KFSC
248
Keystone Financial Services (Colorado)
Colorado
$558K +$159 +2 +0%
MCCP
249
Mission Creek Capital Partners
California
$557K +$526K +6,617 New
PBO
250
Peoples Bank (Ohio)
Ohio
$544K -$10.7K -134 -2%
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