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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
251
American Portfolios Advisors
New York
$65.8K +$27.2K +474 +54%
GWM
252
Geneos Wealth Management
Colorado
$65K -$36.9K -642 -32%
IA
253
IFP Advisors
Florida
$64K -$33.4K -582 -31%
PAIM
254
Punch & Associates Investment Management
Minnesota
$57K – – –
AA
255
Ancora Advisors
Ohio
$56K – – –
MPCG
256
Matrix Private Capital Group
New York
$50K – – –
EWM
257
EPG Wealth Management
Georgia
$49K +$57.4K +1,000 New
MFT
258
Moisand Fitzgerald Tamayo
Florida
$46K – – –
FEG
259
Financial Enhancement Group
Indiana
$45K – – –
TF
260
TimeScale Financial
Massachusetts
$45K +$53.6K +934 New
CAAS
261
Capital Asset Advisory Services
Michigan
$44K -$255K -4,440 -84%
MWM
262
MBE Wealth Management
Wisconsin
$42K +$50.1K +872 New
LWM
263
Liberty Wealth Management
California
$40K – – –
LSA
264
Lion Street Advisors
Texas
$39K +$45.7K +796 New
HI
265
Hudock Inc
Pennsylvania
$36K +$230 +4 +0.5%
ATC
266
Adirondack Trust Company
New York
$32K – – –
ACA
267
Aptus Capital Advisors
Alabama
$31K – – –
SIS
268
SVB Investment Services
Utah
$27K – – –
MIFH
269
Migdal Insurance & Financial Holdings
Israel
$23K – – –
BA
270
Ballast Advisors
Minnesota
$22K – – –
SSB
271
Sandy Spring Bank
Maryland
$22K – – –
RCA
272
Rowland Carmichael Advisors
Arizona
$20K -$5.05K -88 -18%
BWP
273
Baldwin Wealth Partners
Massachusetts
$19K – – –
CWP
274
CFM Wealth Partners
Texas
$18K – – –
DWA
275
Dougherty Wealth Advisers
Minnesota
$15K -$1.95K -34 -10%
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11
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