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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
251
Aptus Capital Advisors
Alabama
$480K +$318K +4,216 +217%
KNW
252
Kesler Norman & Wride
Utah
$473K – – –
GA
253
Geller Advisors
New York
$472K -$1.11M -14,628 -71%
FHA
254
Flagship Harbor Advisors
Massachusetts
$451K +$20.9K +277 +5%
FCI
255
Financial Counselors Inc
Kansas
$444K +$4.91K +65 +1%
HPC
256
HM Payson & Co
Maine
$442K – – –
PFM
257
Peak Financial Management
Massachusetts
$440K -$5.29K -70 -1%
APW
258
Aurora Private Wealth
New Jersey
$438K +$1.44K +19 +0.3%
TNBTD
259
Trustmark National Bank Trust Department
Mississippi
$433K -$20.5K -271 -5%
CT
260
Cambridge Trust
Massachusetts
$430K +$14.7K +195 +4%
RA
261
Rockingstone Advisors
Massachusetts
$412K – – –
AWA
262
Arete Wealth Advisors
Illinois
$410K -$14.9K -197 -4%
LC
263
Lindbrook Capital
California
$405K -$34K -450 -8%
MSWMA
264
Market Street Wealth Management Advisors
Indiana
$398K +$33.7K +446 +10%
EDRIA
265
Edmonds Duncan Registered Investment Advisors
Kansas
$396K – – –
BC
266
Bartlett & Co
Ohio
$396K – – –
BCWM
267
Bartlett & Co Wealth Management
Ohio
$396K – – –
WTC
268
WhitTier Trust Company
Nevada
$393K -$204K -2,700 -35%
VWM
269
Venturi Wealth Management
Texas
$385K -$49K -649 -12%
MLA
270
My Legacy Advisors
Oregon
$384K -$29.8K -394 -7%
PCM
271
Parsons Capital Management
Rhode Island
$382K +$8.69K +115 +2%
CFGS
272
Concourse Financial Group Securities
Alabama
$381K +$92.4K +1,223 +33%
CFD
273
Creative Financial Designs
Indiana
$380K +$34.8K +460 +10%
MFA
274
Mayflower Financial Advisors
Massachusetts
$379K -$1.74K -23 -0.5%
CPRC
275
Consolidated Portfolio Review Corp
New York
$377K +$365K +4,835 New
9 10
11
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