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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
251
Diversify Advisory Services
Utah
$928K +$925K +6,747 New
OSNBOA
252
Old Second National Bank of Aurora
Illinois
$927K – – –
MWM
253
Mission Wealth Management
California
$926K +$485K +3,538 +119%
DWM
254
Destination Wealth Management
California
$924K +$91.4K +667 +11%
WA
255
Wealth Alliance
New York
$923K -$28.8K -210 -3%
HFF
256
Halter Ferguson Financial
Indiana
$921K – – –
KFSC
257
Keystone Financial Services (Colorado)
Colorado
$905K +$55.5K +405 +7%
VWA
258
VERITY Wealth Advisors
United States
$905K – – –
LWA
259
Lifelong Wealth Advisors
Minnesota
$886K +$16.6K +121 +2%
AI
260
Atria Investments
North Carolina
$886K -$178K -1,298 -17%
PFM
261
Peak Financial Management
Massachusetts
$882K +$822 +6 +0.1%
RFA
262
Rollins Financial Advisors
New York
$881K – – –
EWA
263
EverSource Wealth Advisors
Alabama
$876K +$113K +826 +15%
AAP
264
Arax Advisory Partners
Colorado
$871K +$400K +2,919 +91%
ZS
265
Zenith Solutions
Pennsylvania
$868K +$835K +6,096 New
KNW
266
Kesler Norman & Wride
Utah
$867K – – –
ZCI
267
Zevenbergen Capital Investments
Washington
$865K – – –
FPF
268
First Pacific Financial
Washington
$863K -$1.1K -8 -0.1%
FCM
269
Fortis Capital Management
Washington
$861K +$1.65K +12 +0.2%
DWT
270
Dorsey & Whitney Trust
South Dakota
$858K -$234K -1,708 -22%
GSWM
271
Golden State Wealth Management
California
$854K -$29.2K -213 -3%
BFP
272
Birchwood Financial Partners
Minnesota
$851K +$121K +884 +17%
MWM
273
Meridian Wealth Management
Kentucky
$845K -$28K -204 -3%
FFG
274
Frisch Financial Group
New York
$843K +$1.65K +12 +0.2%
CNBT
275
Canandaigua National Bank & Trust
New York
$832K +$800K +5,840 New
9 10
11
12 13