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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
301
Sandy Spring Bank
Maryland
$29K – – –
WP
302
WealthShield Partners
North Carolina
$29K – – –
BWP
303
Baldwin Wealth Partners
Massachusetts
$26K – – –
HWA
304
HHM Wealth Advisors
Tennessee
$24K +$1.26K +20 +6%
CYG
305
Clean Yield Group
Vermont
$22K -$212K -3,364 -91%
DWA
306
Dougherty Wealth Advisers
Minnesota
$19K – – –
FP
307
Financial Perspectives
Minnesota
$17.1K +$126 +2 +0.8%
EIP
308
Ellis Investment Partners
Pennsylvania
$17K +$126 +2 +0.7%
TIM
309
Tortoise Investment Management
New York
$9K +$8.97K +142 New
JSC
310
Jackson Square Capital
California
$8K – – –
RCA
311
Rowland Carmichael Advisors
Arizona
$6K -$14.9K -236 -70%
DOA
312
D'Orazio & Associates
Virginia
$6K – – –
ADL
313
Asset Dedication LLC
California
$6K +$4.67K +74 +617%
LC
314
Lindbrook Capital
California
$3K – – –
NNP
315
Nachman Norwood & Parrott
South Carolina
$3K +$3.16K +50 New
IF
316
Ironwood Financial
Arizona
$2K – – –
NFSG
317
Newbridge Financial Services Group
Florida
$2K +$2.15K +34 New
FFC
318
Fure Financial Corporation
Minnesota
$2K +$2.4K +38 New
HCP
319
Hexagon Capital Partners
Arkansas
$2K +$2.53K +40 New
CAAS
320
Capital Asset Advisory Services
Michigan
$1K – – –
SXL
321
Summit X LLC
Missouri
$512 +$104K +1,650 New
WIM
322
Westside Investment Management
California
$102 – – –
PGAM
323
Princeton Global Asset Management
New Jersey
– -$2.76M -46,852 Closed
NCM
324
Northside Capital Management
Oregon
– -$779K -13,200 Closed
MWM
325
Merriman Wealth Management
Washington
– -$594K -10,058 Closed
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