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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
276
AE Wealth Management
Kansas
$282K +$274K +3,401 New
BA
277
Ballew Advisors
Mississippi
$280K -$268K -3,328 -50%
JFA
278
JNBA Financial Advisors
Minnesota
$278K – – –
NFG
279
Next Financial Group
Texas
$278K +$97.9K +1,217 +57%
PFO
280
Pathstone Family Office
New Jersey
$277K – – –
APW
281
Austin Private Wealth
Texas
$276K -$171K -2,127 -39%
KCA
282
Karn Couzens & Associates
Connecticut
$276K +$54.9K +682 +26%
MFG
283
Merit Financial Group
Georgia
$274K +$2.65K +33 +1%
ACA
284
Atlas Capital Advisors
Wyoming
$274K – – –
PAM
285
Premier Asset Management
Illinois
$273K +$266K +3,300 New
ACA
286
Aptus Capital Advisors
Alabama
$268K -$4.34K -54 -2%
ZAM
287
Zevin Asset Management
Massachusetts
$267K +$6.84K +85 +3%
G
288
GenTrust
Florida
$261K -$62.8K -780 -20%
LC
289
Landaas & Company
Wisconsin
$255K +$563 +7 +0.2%
ST
290
Smithfield Trust
Pennsylvania
$254K -$279K -3,463 -53%
JIC
291
Johnson Investment Counsel
Ohio
$254K – – –
LNB
292
Ledyard National Bank
$253K – – –
JWBC
293
J.W. Burns & Co
New York
$252K – – –
OPW
294
Oxler Private Wealth
New York
$251K – – –
AWM
295
Affinity Wealth Management
Delaware
$249K – – –
RDFA
296
Ritter Daniher Financial Advisory
Ohio
$248K – – –
SIAP
297
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$248K – – –
RPC
298
Rossmore Private Capital
Connecticut
$246K – – –
PTC
299
Private Trust Company
Ohio
$242K – – –
PCG
300
Private Capital Group
Connecticut
$239K +$8.61K +107 +4%
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