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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
276
Braun-Bostich & Associates
Pennsylvania
$42K +$39.4K +686 New
ATC
277
Adirondack Trust Company
New York
$40K – – –
ACA
278
Aptus Capital Advisors
Alabama
$38K +$4.6K +80 +14%
SIS
279
SVB Investment Services
Utah
$33K +$31.5K +548 New
RCA
280
Rowland Carmichael Advisors
Arizona
$30K +$1.72K +30 +6%
IFWM
281
Institute for Wealth Management
Colorado
$29K +$27.7K +482 New
MIFH
282
Migdal Insurance & Financial Holdings
Israel
$28K – – –
SSB
283
Sandy Spring Bank
Maryland
$28K – – –
BA
284
Ballast Advisors
Minnesota
$27K +$25.9K +450 New
CAM
285
Close Asset Management
United Kingdom
$25K – – –
BWP
286
Baldwin Wealth Partners
Massachusetts
$24K – – –
CWP
287
CFM Wealth Partners
Texas
$22K +$20.7K +360 New
DWA
288
Dougherty Wealth Advisers
Minnesota
$20K – – –
KPW
289
Kore Private Wealth
New York
$19K +$18K +314 New
EIP
290
Ellis Investment Partners
Pennsylvania
$16K -$1.95K -34 -11%
VFA
291
Valeo Financial Advisors
Indiana
$16K +$14.9K +260 New
PA
292
PSI Advisors
Florida
$15K +$14.2K +248 New
SAM
293
S.A. Mason
Michigan
$12K +$11.5K +200 New
JSC
294
Jackson Square Capital
California
$11K +$10.3K +180 New
CAC
295
Certified Advisory Corp
Florida
$8K – – –
KTC
296
Kistler-Tiffany Companies
Pennsylvania
$8K +$7.24K +126 New
DOA
297
D'Orazio & Associates
Virginia
$6K – – –
BFEC
298
Benjamin F. Edwards & Company
Missouri
$5K – – –
RP
299
Rice Partnership
Hawaii
$4K -$115 -2 -3%
LAS
300
Lloyd Advisory Services
Georgia
$3K +$2.53K +44 New
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