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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
251
Western Wealth Management
Colorado
$760K -$2.94K -23 -0.4%
EW
252
Elyxium Wealth
California
$758K -$5.5K -43 -0.7%
MT
253
Midwest Trust
Kansas
$753K +$43.3K +339 +6%
GSWM
254
Golden State Wealth Management
California
$753K +$2.94K +23 +0.4%
PFM
255
Peak Financial Management
Massachusetts
$750K -$16.6K -130 -2%
RFA
256
Rollins Financial Advisors
New York
$750K +$19.2K +150 +2%
MWM
257
Meridian Wealth Management
Kentucky
$744K -$7.42K -58 -0.9%
LWA
258
Lifelong Wealth Advisors
Minnesota
$739K -$4.99K -39 -0.6%
KNW
259
Kesler Norman & Wride
Utah
$738K -$639 -5 -0.1%
ZCI
260
Zevenbergen Capital Investments
Washington
$736K – – –
FPF
261
First Pacific Financial
Washington
$735K -$58K -454 -7%
FCM
262
Fortis Capital Management
Washington
$731K +$1.92K +15 +0.2%
LIA
263
LifePlan Investment Advisors
North Carolina
$730K -$63.8K -499 -8%
KFSC
264
Keystone Financial Services (Colorado)
Colorado
$721K -$65.5K -512 -8%
OC
265
Oarsman Capital
Wisconsin
$718K -$7.54K -59 -1%
FFG
266
Frisch Financial Group
New York
$716K +$1.92K +15 +0.3%
PA
267
Prism Advisors
California
$715K +$219K +1,711 +41%
CNC
268
Canandaigua National Corp
New York
$708K +$747K +5,840 New
DWM
269
Destination Wealth Management
California
$706K -$5.5K -43 -0.7%
WAP
270
Wealth Analytics Partners
California
$702K -$20.5K -160 -3%
RW
271
Rede Wealth
Virginia
$701K -$115K -901 -13%
HAP
272
Harbor Asset Planning
Massachusetts
$688K +$1.53K +12 +0.2%
FTUS
273
Flow Traders U.S.
New York
$686K +$724K +5,659 New
RFP
274
RCS Financial Planning
Maryland
$678K -$66.5K -520 -8%
MBT
275
Montecito Bank & Trust
California
$678K -$25.6K -200 -3%
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