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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
226
Heck Capital Advisors
Wisconsin
$773K -$14.8K -174 -2%
KWA
227
Kingswood Wealth Advisors
California
$770K +$718K +8,461 New
HA
228
Harfst & Associates
Wyoming
$756K +$1.02K +12 +0.1%
RWP
229
RWA Wealth Partners
Massachusetts
$753K +$702K +8,274 New
VA
230
Valmark Advisers
Ohio
$748K -$10.6K -125 -1%
OWMIAS
231
One Wealth Management Investment & Advisory Services
Florida
$747K +$696K +8,201 New
KFSC
232
Keystone Financial Services (Colorado)
Colorado
$738K +$145K +1,704 +27%
SWA
233
Stratos Wealth Advisors
Ohio
$730K +$77.8K +917 +13%
MSG
234
Main Street Group
Virginia
$719K +$670K +7,899 New
SB
235
Strategic Blueprint
Georgia
$717K +$54.6K +644 +9%
ACG
236
Allen Capital Group
Nebraska
$712K – – –
FCG
237
Fielder Capital Group
Tennessee
$702K +$654K +7,714 New
RW
238
Rede Wealth
Virginia
$701K -$29.9K -352 -4%
CT
239
Cambridge Trust
Massachusetts
$693K -$4.24K -50 -0.7%
MW
240
Maia Wealth
Colorado
$674K +$628K +7,402 New
RBC
241
Romano Brothers & Co
Illinois
$669K -$8.48K -100 -1%
WCWM
242
Willow Creek Wealth Management
California
$667K -$10.9K -129 -2%
VWA
243
VERITY Wealth Advisors
United States
$665K – – –
CPRC
244
Consolidated Portfolio Review Corp
New York
$663K +$198K +2,335 +47%
HBT
245
Hills Bank & Trust
Iowa
$663K – – –
WAM
246
WNY Asset Management
New York
$659K -$25.5K -300 -4%
CCA
247
Cobblestone Capital Advisors
New York
$650K – – –
PWP
248
Principle Wealth Partners
Connecticut
$642K – – –
SPC
249
Sigma Planning Corp
Michigan
$637K -$241K -2,836 -29%
WP
250
WealthShield Partners
North Carolina
$635K -$26.2K -309 -4%
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