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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
301
DeDora Capital
California
$275K -$79.5K -1,020 -21%
BWM
302
BerganKDV Wealth Management
Minnesota
$274K – – –
AC
303
Abbrea Capital
California
$268K – – –
CFGS
304
Concourse Financial Group Securities
Alabama
$268K +$44K +565 +18%
BFG
305
Buttonwood Financial Group
Missouri
$264K +$284K +3,643 New
SPAS
306
Spectrum Planning & Advisory Services
California
$263K +$285K +3,657 New
PAI
307
Pittenger & Anderson Inc
Nebraska
$256K +$3.9K +50 +1%
GAM
308
Gould Asset Management
California
$253K – – –
TCA
309
Transcend Capital Advisors
New Jersey
$253K +$275K +3,524 New
JFA
310
JNBA Financial Advisors
Minnesota
$252K +$11.8K +151 +4%
TCOV
311
Trust Company of Vermont
Vermont
$251K – – –
PO
312
Private Ocean
California
$249K – – –
SFA
313
Sequoia Financial Advisors
Ohio
$248K – – –
HF
314
HRT Financial
New York
$248K +$269K +3,457 New
KPWG
315
KFA Private Wealth Group
Virginia
$243K +$16.6K +213 +7%
FZCM
316
Flynn Zito Capital Management
New York
$243K +$263K +3,375 New
MFG
317
Merit Financial Group
Georgia
$237K – – –
GWA
318
GGM Wealth Advisors
Maryland
$234K +$252K +3,233 New
CFS
319
CRA Financial Services
New Jersey
$233K -$81K -1,040 -24%
PFO
320
Pathstone Family Office
New Jersey
$232K – – –
AMM
321
American Money Management
California
$232K -$15.6K -200 -6%
G
322
GenTrust
Florida
$226K – – –
BFM
323
Boston Financial Management
Massachusetts
$224K +$243K +3,118 New
CA
324
Continuum Advisory
Idaho
$223K +$241K +3,098 New
OPW
325
Oxler Private Wealth
New York
$220K +$1.17K +15 +0.5%
11 12
13
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