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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
276
American Portfolios Advisors
New York
$76.6K -$2.89K -52 -4%
IA
277
IFP Advisors
Florida
$76K – – –
GRP
278
Global Retirement Partners
California
$75K -$53.6K -964 -43%
AA
279
Ancora Advisors
Ohio
$68K – – –
PAIM
280
Punch & Associates Investment Management
Minnesota
$64K -$5.56K -100 -8%
MPCG
281
Matrix Private Capital Group
New York
$60K – – –
MFT
282
Moisand Fitzgerald Tamayo
Florida
$49K -$5.67K -102 -11%
LWM
283
Liberty Wealth Management
California
$49K – – –
BBA
284
Braun-Bostich & Associates
Pennsylvania
$44K -$604K -10,874 -94%
HI
285
Hudock Inc
Pennsylvania
$44K +$111 +2 +0.3%
ATC
286
Adirondack Trust Company
New York
$41K – – –
SIS
287
SVB Investment Services
Utah
$32K – – –
BDWM
288
Brewin Dolphin Wealth Management
Ireland
$28.3K +$26.7K +480 New
MIFH
289
Migdal Insurance & Financial Holdings
Israel
$28K – – –
BA
290
Ballast Advisors
Minnesota
$27K – – –
SSB
291
Sandy Spring Bank
Maryland
$27K – – –
WP
292
WealthShield Partners
North Carolina
$27K +$11.8K +212 +88%
BWP
293
Baldwin Wealth Partners
Massachusetts
$24K – – –
CWP
294
CFM Wealth Partners
Texas
$21K – – –
HWA
295
HHM Wealth Advisors
Tennessee
$21K +$2.33K +42 +13%
RCA
296
Rowland Carmichael Advisors
Arizona
$20K -$4K -72 -18%
DWA
297
Dougherty Wealth Advisers
Minnesota
$18K – – –
KPW
298
Kore Private Wealth
New York
$18K – – –
EIP
299
Ellis Investment Partners
Pennsylvania
$16K – – –
FP
300
Financial Perspectives
Minnesota
$15.7K +$14.8K +266 New
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