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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
251
Golden State Equity Partners
California
$376K -$15.4K -180 -4%
TA
252
Tiedemann Advisors
New York
$375K -$145K -1,700 -27%
EDRIA
253
Edmonds Duncan Registered Investment Advisors
Kansas
$373K – – –
CAM
254
Close Asset Management
United Kingdom
$363K – – –
BCM
255
BlueCrest Capital Management
Jersey
$362K -$865K -10,120 -70%
PA
256
Prism Advisors
California
$362K -$11K -129 -3%
CFSG
257
Community Financial Services Group
Vermont
$358K -$1.54K -18 -0.4%
CFS
258
CRA Financial Services
New Jersey
$356K – – –
APA
259
American Portfolios Advisors
New York
$346K +$4.79K +56 +1%
RWA
260
Redhawk Wealth Advisors
Minnesota
$345K +$355K +4,149 New
AWM
261
AE Wealth Management
Kansas
$339K +$57.7K +675 +20%
BS
262
Banco Santander
Spain
$332K -$137K -1,600 -29%
HBT
263
Hills Bank & Trust
Iowa
$332K – – –
TIA
264
Traphagen Investment Advisors
New Jersey
$327K – – –
OWA
265
One Wealth Advisors
California
$327K -$334K -3,902 -50%
PFM
266
Peak Financial Management
Massachusetts
$326K +$22.7K +265 +7%
FA
267
Flagstar Advisors
New York
$326K +$335K +3,916 New
BWM
268
BerganKDV Wealth Management
Minnesota
$317K – – –
WF
269
WoodTrust Financial
Wisconsin
$314K -$48.5K -567 -13%
LRIA
270
Leonard Rickey Investment Advisors
Washington
$314K – – –
RFC
271
Regions Financial Corp
Alabama
$314K – – –
AC
272
Abbrea Capital
California
$311K – – –
AWA
273
Arete Wealth Advisors
Illinois
$303K -$1.28K -15 -0.4%
SWPG
274
Strategic Wealth Partners Group
Illinois
$303K +$311K +3,636 New
GAM
275
Gould Asset Management
California
$301K – – –
9 10
11
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