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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
301
Cambridge Trust
Massachusetts
$276K -$453K -5,812 -60%
DC
302
DeDora Capital
California
$275K -$79.5K -1,020 -21%
BWM
303
BerganKDV Wealth Management
Minnesota
$274K – – –
AC
304
Abbrea Capital
California
$268K – – –
CFGS
305
Concourse Financial Group Securities
Alabama
$268K +$44K +565 +18%
BFG
306
Buttonwood Financial Group
Missouri
$264K +$284K +3,643 New
SPAS
307
Spectrum Planning & Advisory Services
California
$263K +$285K +3,657 New
PAI
308
Pittenger & Anderson Inc
Nebraska
$256K +$3.9K +50 +1%
GAM
309
Gould Asset Management
California
$253K – – –
TCA
310
Transcend Capital Advisors
New Jersey
$253K +$275K +3,524 New
JFA
311
JNBA Financial Advisors
Minnesota
$252K +$11.8K +151 +4%
TCOV
312
Trust Company of Vermont
Vermont
$251K – – –
PO
313
Private Ocean
California
$249K – – –
SFA
314
Sequoia Financial Advisors
Ohio
$248K – – –
HF
315
HRT Financial
New York
$248K +$269K +3,457 New
KPWG
316
KFA Private Wealth Group
Virginia
$243K +$16.6K +213 +7%
FZCM
317
Flynn Zito Capital Management
New York
$243K +$263K +3,375 New
MFG
318
Merit Financial Group
Georgia
$237K – – –
GWA
319
GGM Wealth Advisors
Maryland
$234K +$252K +3,233 New
CFS
320
CRA Financial Services
New Jersey
$233K -$81K -1,040 -24%
PFO
321
Pathstone Family Office
New Jersey
$232K – – –
AMM
322
American Money Management
California
$232K -$15.6K -200 -6%
G
323
GenTrust
Florida
$226K – – –
BFM
324
Boston Financial Management
Massachusetts
$224K +$243K +3,118 New
CA
325
Continuum Advisory
Idaho
$223K +$241K +3,098 New
11 12
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