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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
276
FDx Advisors
Illinois
$430K +$417K +4,626 New
EH
277
Equitable Holdings
New York
$424K -$379K -4,209 -48%
GSWM
278
Golden State Wealth Management
California
$424K +$412K +4,566 New
AG
279
Appleton Group
Wisconsin
$421K -$62.6K -694 -13%
CRI
280
Colonial River Investments
Virginia
$420K +$407K +4,517 New
TA
281
Tiedemann Advisors
New York
$419K – – –
APA
282
American Portfolios Advisors
New York
$418K +$31.2K +346 +8%
BCM
283
Blume Capital Management
California
$415K -$27K -300 -6%
BSW
284
Buckingham Strategic Wealth
Missouri
$410K +$171K +1,893 +75%
T
285
TCWP
Ohio
$408K +$397K +4,399 New
CAM
286
Close Asset Management
United Kingdom
$405K – – –
AWP
287
Abacus Wealth Partners
California
$404K +$174K +1,929 +80%
OWA
288
One Wealth Advisors
California
$404K +$37.5K +416 +11%
CFSG
289
Community Financial Services Group
Vermont
$400K – – –
CFS
290
CRA Financial Services
New Jersey
$397K – – –
OBWG
291
Onyx Bridge Wealth Group
New York
$392K +$378K +4,198 New
EDRIA
292
Edmonds Duncan Registered Investment Advisors
Kansas
$391K – – –
SFMG
293
Sage Financial Management Group
Virginia
$385K +$374K +4,147 New
PAM
294
Premier Asset Management
Illinois
$381K -$66.3K -735 -15%
BS
295
Banco Santander
Spain
$372K – – –
HBT
296
Hills Bank & Trust
Iowa
$371K – – –
BA
297
Bridgewater Advisors
New York
$371K +$35.2K +390 +11%
TIA
298
Traphagen Investment Advisors
New Jersey
$365K – – –
HCM
299
Hengehold Capital Management
Ohio
$360K +$24.8K +275 +8%
FA
300
Flagstar Advisors
New York
$359K -$4.51K -50 -1%
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