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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
226
Kingswood Wealth Advisors
California
$770K +$718K +8,461 New
HA
227
Harfst & Associates
Wyoming
$756K +$1.02K +12 +0.1%
RWP
228
RWA Wealth Partners
Massachusetts
$753K +$702K +8,274 New
VA
229
Valmark Advisers
Ohio
$748K -$10.6K -125 -1%
OWMIAS
230
One Wealth Management Investment & Advisory Services
Florida
$747K +$696K +8,201 New
KFSC
231
Keystone Financial Services (Colorado)
Colorado
$738K +$145K +1,704 +27%
SWA
232
Stratos Wealth Advisors
Ohio
$730K +$77.8K +917 +13%
MSG
233
Main Street Group
Virginia
$719K +$670K +7,899 New
SB
234
Strategic Blueprint
Georgia
$717K +$54.6K +644 +9%
ACG
235
Allen Capital Group
Nebraska
$712K – – –
FCG
236
Fielder Capital Group
Tennessee
$702K +$654K +7,714 New
RW
237
Rede Wealth
Virginia
$701K -$29.9K -352 -4%
CT
238
Cambridge Trust
Massachusetts
$693K -$4.24K -50 -0.7%
MW
239
Maia Wealth
Colorado
$674K +$628K +7,402 New
RBC
240
Romano Brothers & Co
Illinois
$669K -$8.48K -100 -1%
WCWM
241
Willow Creek Wealth Management
California
$667K -$10.9K -129 -2%
VWA
242
VERITY Wealth Advisors
United States
$665K – – –
CPRC
243
Consolidated Portfolio Review Corp
New York
$663K +$198K +2,335 +47%
HBT
244
Hills Bank & Trust
Iowa
$663K – – –
WAM
245
WNY Asset Management
New York
$659K -$25.5K -300 -4%
CCA
246
Cobblestone Capital Advisors
New York
$650K – – –
PWP
247
Principle Wealth Partners
Connecticut
$642K – – –
SPC
248
Sigma Planning Corp
Michigan
$637K -$241K -2,836 -29%
WP
249
WealthShield Partners
North Carolina
$635K -$26.2K -309 -4%
BF
250
Brooklyn FI
New York
$617K – – –
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