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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
226
Wealth Alliance
New York
$908K -$34K -319 -4%
FPF
227
First Pacific Financial
Washington
$904K -$23.1K -217 -3%
MG
228
Mather Group
Illinois
$903K +$2.66K +25 +0.3%
DWT
229
Dorsey & Whitney Trust
South Dakota
$898K -$123K -1,151 -13%
RL
230
Rogco LP
Oklahoma
$897K -$78.8K -740 -9%
CCA
231
Cobblestone Capital Advisors
New York
$887K – – –
HI
232
Harbour Investments
Wisconsin
$874K +$25.5K +239 +3%
HA
233
Harfst & Associates
Wyoming
$859K -$10.5K -99 -1%
WCWM
234
Willow Creek Wealth Management
California
$855K +$852 +8 +0.1%
OWCM
235
One Wealth Capital Management
Arizona
$855K +$13K +122 +2%
VWA
236
VERITY Wealth Advisors
United States
$848K – – –
HBT
237
Hills Bank & Trust
Iowa
$834K -$10.6K -100 -1%
HFF
238
Halter Ferguson Financial
Indiana
$831K +$8.84K +83 +1%
BW
239
BIP Wealth
Georgia
$821K – – –
HIF
240
Hill Island Financial
Michigan
$810K -$9.99M -93,765 -93%
LAMNM
241
Longview Asset Management (New Mexico)
New Mexico
$808K -$88.6K -832 -11%
PWP
242
Principle Wealth Partners
Connecticut
$800K -$17K -160 -2%
SAI
243
Savvy Advisors Inc
New York
$796K +$35.9K +337 +5%
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$771K -$322K -3,027 -31%
AI
245
Atria Investments
North Carolina
$770K +$15.3K +144 +2%
KFSC
246
Keystone Financial Services (Colorado)
Colorado
$758K -$63K -592 -8%
SW
247
SVB Wealth
Massachusetts
$754K +$691K +6,487 New
ATPW
248
Ashton Thomas Private Wealth
Arizona
$752K +$690K +6,477 New
MT
249
Midwest Trust
Kansas
$749K +$686K +6,445 New
KCM
250
Kathmere Capital Management
Pennsylvania
$733K -$298K -2,801 -31%
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