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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
226
Maia Wealth
Colorado
$917K +$532 +5 +0.1%
WA
227
Wealth Alliance
New York
$908K -$34K -319 -4%
FPF
228
First Pacific Financial
Washington
$904K -$23.1K -217 -3%
MG
229
Mather Group
Illinois
$903K +$2.66K +25 +0.3%
DWT
230
Dorsey & Whitney Trust
South Dakota
$898K -$123K -1,151 -13%
RL
231
Rogco LP
Oklahoma
$897K -$78.8K -740 -9%
CCA
232
Cobblestone Capital Advisors
New York
$887K – – –
HI
233
Harbour Investments
Wisconsin
$874K +$25.5K +239 +3%
HA
234
Harfst & Associates
Wyoming
$859K -$10.5K -99 -1%
WCWM
235
Willow Creek Wealth Management
California
$855K +$852 +8 +0.1%
OWCM
236
One Wealth Capital Management
Arizona
$855K +$13K +122 +2%
VWA
237
VERITY Wealth Advisors
United States
$848K – – –
HBT
238
Hills Bank & Trust
Iowa
$834K -$10.6K -100 -1%
HFF
239
Halter Ferguson Financial
Indiana
$831K +$8.84K +83 +1%
BW
240
BIP Wealth
Georgia
$821K – – –
HIF
241
Hill Island Financial
Michigan
$810K -$9.99M -93,765 -93%
LAMNM
242
Longview Asset Management (New Mexico)
New Mexico
$808K -$88.6K -832 -11%
PWP
243
Principle Wealth Partners
Connecticut
$800K -$17K -160 -2%
SAI
244
Savvy Advisors Inc
New York
$796K +$35.9K +337 +5%
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$771K -$322K -3,027 -31%
AI
246
Atria Investments
North Carolina
$770K +$15.3K +144 +2%
KFSC
247
Keystone Financial Services (Colorado)
Colorado
$758K -$63K -592 -8%
SW
248
SVB Wealth
Massachusetts
$754K +$691K +6,487 New
ATPW
249
Ashton Thomas Private Wealth
Arizona
$752K +$690K +6,477 New
MT
250
Midwest Trust
Kansas
$749K +$686K +6,445 New
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